Unclaimed
Calvin Roberts is a financial advisor with Steward Partners Investment Advisory, LLC. Calvin has been in the financial industry since 2018 and holds Series 7, Series 66, and Series 65 licenses. Calvin has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Calvin offers a variety of services, including financial planning, portfolio management, and pension consulting. Prior to joining Steward Partners Investment Advisory, LLC, Calvin was a financial advisor at Northwestern Mutual Investment Services, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OR
10/21/2023 - Present
Steward Partners Investment Advisory, LLC (LAKE OSWEGO OR)
OR
08/24/2020 - 02/07/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Portland OR)
OR
01/22/2019 - 07/01/2020
TRIAD ADVISORS LLC (MEDFORD OR)
OR
01/05/2018 - 04/24/2018
THRIVENT INVESTMENT MANAGEMENT INC. (Keizer OR)
IA
Issued 12/12/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 1/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/5/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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