Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Calvert is a financial professional with over 28 years of experience in the industry. He has been registered with Northwestern Mutual Investment Services, LLC since August 2011. John has a broad range of experience, having previously worked with Robert W. Baird & Co. Incorporated from March 1995 to January 2002. John holds several licenses including Series 7, 6, 63 and 66 and is a Chartered Financial Consultant. John works primarily with individuals and is registered to provide advisory services in 29 states.
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.
Investment research; referrals to other advisers
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.
Referral fees
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2
CA
08/02/2011 - Present
Northwestern Mutual Investment Services, LLC (Los Angeles CA)
WI
03/21/1995 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 12/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/20/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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