Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kalvin? Claim Your ProfileKalvin Sid is a financial advisor with Next Financial Group, Inc. Kalvin has been in the industry since March 1st, 2004, and has been registered with Next Financial Group, Inc. since August 2008. Kalvin has a Series 6, 7, and 63 license, as well as a Uniform Investment Adviser Law Examination (Series 65) license. Kalvin also holds the Certified Financial Planner designation. In addition to his work with Next Financial Group, Inc., Kalvin also owns SID FINANCIAL SERVICES and is a consultant for Peninsula Bible Church.
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.
Seminar/workshop attendance fees
1
2
CA
08/05/2013 - Present
Next Financial Group, Inc. (SAN MATEO CA)
CA
10/31/2005 - 08/04/2008
AIG FINANCIAL ADVISORS, INC. (SAN JOSE CA)
AZ
03/01/2004 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 08/25/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2004
Series 7 - General Securities Representative Examination
BC
Issued 02/28/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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