Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Calvin? Claim Your ProfileCalvin Thomas Robinson is a financial advisor with Osaic Wealth, Inc. located in Scottsdale, Arizona. Calvin has over 8 years of experience in the financial services industry and holds the Series 7, Series 24, Series 63, and Series 65 licenses. Calvin specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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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AZ
11/17/2020 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
02/01/2023 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
02/01/2023 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
11/17/2020 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
11/17/2020 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
11/17/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
NE
10/01/2020 - 12/02/2020
SECURITIES AMERICA, INC. (LAVISTA NE)
WA
06/18/2018 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
BC
Issued 01/18/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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