Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Calvert is a financial professional with experience in the securities industry. Michelle holds the Series 7, Series 27, Series 99TO and SIE licenses. Michelle is currently registered with Keefe, Bruyette & Woods, Inc. and Stifel Independent Advisors, LLC.
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.
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.
1
2
MO
03/22/2022 - Present
Keefe, Bruyette & Woods, Inc. (ST. LOUIS MO)
NY
03/22/2022 - 08/29/2023
MILLER BUCKFIRE & CO., LLC (NEW YORK NY)
BC
Issued 12/16/2014
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michelle Calvert is the right advisor for you? Invested Better is here to help.
