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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Calvin? Claim Your ProfileCalvin Halterman is a registered representative and investment advisor representative with Centaurus Financial, Inc.. Calvin has been in the financial services industry for over 20 years and is registered with the state of Washington. Calvin specializes in financial planning, portfolio management, and educational seminars. Calvin is also a managing partner of Alpha III Wealth Management and Alpha III TaxGuard, both of which offer tax mitigation strategies for selling appreciated assets. Calvin is a member of the First Step Community Counseling Services LLC and MedProp LLC. Calvin is also a member of the Uber Alliance, LLC and Professional Education Group. Calvin provides speaking, consulting and coaching services for charities and businesses. Calvin has a passion for helping people achieve their financial goals.
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
WA
10/07/2024 - Present
Centaurus Financial, Inc. (KENNEWICK WA)
WA
08/20/2007 - 11/26/2012
H. BECK, INC. (KENNEWICK WA)
WA
07/18/2007 - 08/28/2007
MULTI-FINANCIAL SECURITIES CORPORATION (KENNEWICK WA)
WA
02/23/2005 - 07/18/2007
LEGACY FINANCIAL SERVICES, INC. (KENNEWICK WA)
SC
02/13/2004 - 02/23/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IL
01/15/1999 - 12/04/2002
COUNTRY CAPITAL MANAGEMENT COMPANY (BLOOMINGTON IL)
BOTH
Issued 03/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/14/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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