Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Calvin? Claim Your ProfileCalvin Sumner is a financial advisor with over 40 years of experience in the industry. Calvin is currently registered with Osaic Wealth, Inc. and Osaic Advisory Services, LLC. Calvin has a broad range of experience, having previously worked with firms such as Securities America, Inc., KMS Financial Services, Inc., and Questarc Capital Corporation. Calvin holds the Series 63, Series 65, Series 7, Series 24, and Series 22TO licenses, as well as the SIE exam. Calvin is also a Chartered Financial Consultant.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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
06/14/2024 - Present
Osaic Wealth, Inc. (LAKE OSWEGO OR)
OR
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (LAKE OSWEGO OR)
OR
04/20/2012 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (LAKE OSWEGO OR)
OR
12/12/2008 - 03/28/2012
QUESTAR CAPITAL CORPORATION (LAKE OSWEGO OR)
OR
01/11/2002 - 08/08/2008
METLIFE SECURITIES INC. (LAKE OSWEGO OR)
OR
01/11/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (LAKE OSWEGO OR)
MA
03/23/1982 - 02/26/2002
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
CT
09/07/1995 - 12/02/1997
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
NA
08/04/1980 - 05/05/1982
THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY
IA
Issued 02/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/25/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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