Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Calvin? Claim Your ProfileCalvin Wong is a financial advisor with M Holdings Securities, Inc. in West Hartford, CT. Calvin has been in the industry since June 2004 and has experience working with a variety of clients including individuals, corporations, and institutions. Calvin has passed the Series 6, 7, and 63 exams as well as the SIE exam. He also has experience with Northwestern Mutual Investment Services, LLC, Spire Securities, LLC, Girard Securities, Inc. and Pacific Select Distributors, Inc. Prior to working with M Holdings Securities, Inc. Calvin worked for Northwestern Mutual Investment Services, LLC. in Irvine, CA. Calvin provides a variety of financial services including financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and selection of other advisers.
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.
1
2
CT
05/17/2019 - Present
M Holdings Securities, Inc. (WEST HARTFORD CT)
CA
01/05/2017 - 05/10/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (IRVINE CA)
CA
10/18/2012 - 03/26/2015
SPIRE SECURITIES, LLC (IRVINE CA)
CA
09/14/2007 - 10/15/2012
GIRARD SECURITIES, INC. (IRVINE CA)
CA
02/27/2007 - 09/14/2007
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
CA
07/17/2000 - 01/20/2005
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
BC
Issued 04/27/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/13/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Calvin Wong is the right advisor for you? Invested Better is here to help.
