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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Calvelli is a financial advisor with Cambridge Investment Research Advisors, Inc. Michael has been in the industry since July 15, 1995, and is registered in 46 states. Michael is a registered representative of Cambridge Investment Research, Inc. and provides investment advice through Cambridge Investment Research Advisors, Inc. Michael has a long history of working with both individuals and businesses to help them achieve their financial goals. Michael has a deep understanding of the financial markets and a commitment to providing personalized service to his clients.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
06/10/2016 - Present
Cambridge Investment Research Advisors, Inc. (Santa Rosa CA)
CA
03/13/2012 - 07/22/2016
PROTECTED INVESTORS OF AMERICA (Santa Rosa CA)
ME
10/25/2011 - 02/29/2012
BNY MELLON DISTRIBUTORS LLC (PORTLAND ME)
CA
02/05/2008 - 03/17/2011
PERSHING LLC (SAN DIEGO CA)
CA
08/30/2007 - 01/24/2008
BEAR, STEARNS & CO. INC. (SAN FRANCISCO CA)
CA
08/30/2007 - 01/24/2008
BEAR, STEARNS SECURITIES CORP. (SAN FRANCISCO CA)
CA
12/02/2003 - 07/17/2007
SORRENTO PACIFIC FINANCIAL, LLC (SAN DIEGO CA)
CA
08/12/2003 - 09/09/2005
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
03/19/2001 - 08/19/2003
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NJ
09/14/1994 - 02/28/2001
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
IA
Issued 06/25/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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