Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Calvin? Claim Your ProfileCalvin Scott Koonce is an active Investment Advisor Representative with Montgomery Investment Management Inc. Calvin has been in the industry since 1979. Calvin is also a Managing Director of Montgomery Investment Management Inc. and has held this position since 1987. Calvin is a Registered Representative of Montgomery Investment Management Inc. and holds a Series 63, Series 65, Series 7, and Series 26 license. Calvin is also a Registered Principal of Montgomery Investment Management Inc. and holds a Series 4, Series 24, Series 27, Series 53, and F04 license. Calvin is also a Registered Representative of Koonce Securities, LLC and held that position from 1979 to 2023. Calvin specializes in investment advisory services for high-net-worth individuals, corporations, and charitable organizations. Calvin's firm has approximately $364 million in assets under management.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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MD
02/05/2025 - Present
Montgomery Investment Management Inc. (ROCKVILLE MD)
MD
03/25/1980 - 08/16/2023
KOONCE SECURITIES, LLC (BETHESDA MD)
IA
Issued 09/11/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/08/1991
Series 4 - Registered Options Principal Examination
BC
Issued 08/31/1984
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/25/1980
Series 24 - General Securities Principal Examination
BC
Issued 01/08/1980
F04 - Financial Principal Examination
BC
Issued 01/08/1980
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/17/1979
Series 7 - General Securities Representative Examination
Active
Inactive
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