Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Capiz? Claim Your ProfileCapiz Calloway is a financial advisor with over 15 years of experience in the industry. Capiz has a strong track record of success in helping clients achieve their financial goals. Capiz is a Certified Financial Planner and holds the Series 66, Series 7, and Series 10 licenses. Capiz is also registered to provide investment advisory services in several states. Capiz works with clients of all types, including individuals, families, businesses, and retirement plans. Capiz's main areas of expertise include financial planning, investment management, and retirement planning. Capiz is committed to providing personalized service and helping clients make informed decisions about their finances. Currently, Capiz is employed by Raymond James Financial Services Advisors, Inc., a firm with a long history of providing investment services to individuals and families.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
GA
01/20/2015 - Present
Raymond James Financial Services Advisors, Inc. (ATLANTA GA)
BOTH
Issued 11/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/12/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Capiz Calloway is the right advisor for you? Invested Better is here to help.
