Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Calvert is a financial advisor with over 20 years of experience in the industry. Donald has been registered with U.S. Bancorp Investments, Inc. since 2020. Prior to joining U.S. Bancorp Investments, Donald was employed with Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC, SunTrust Investment Services, Inc., Banc of America Investment Services, Inc. and UBS Financial Services Inc. Donald holds multiple licenses and certifications including Series 7, 9, 10, 24, 31, 63, and 65. Donald has a strong background in financial planning, portfolio management, and investment advisory services. Donald is currently registered in Alaska, Arizona, California, Colorado, Florida, Georgia, Idaho, Montana, Nebraska, Nevada, New Hampshire, New York, Ohio, South Dakota, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
WY
09/24/2020 - Present
U.s. Bancorp Investments, Inc. (Sheridan WY)
WY
01/03/2011 - 09/30/2020
WELLS FARGO CLEARING SERVICES, LLC (CHEYENNE WY)
MT
12/01/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BILLINGS MT)
FL
05/01/2009 - 12/06/2010
SUNTRUST INVESTMENT SERVICES, INC. (ORLANDO FL)
KS
01/30/2004 - 02/09/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (OVERLAND PARK KS)
NJ
11/13/1998 - 02/23/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 11/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2009
Series 24 - General Securities Principal Examination
BC
Issued 09/08/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/21/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 11/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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