Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Minerva? Claim Your ProfileMinerva Calvetti is a financial advisor with Raymond James & Associates, Inc. with over 20 years of experience in the industry. Prior to joining Raymond James & Associates, Inc., Minerva was a registered representative with Oppenheimer & Co. Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., UBS Financial Services Inc., RBC Dain Rauscher Inc., and William Blair & Company L.L.C.. Minerva specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, corporations, and charitable organizations.
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.
Please see note in schedule d - miscellaneous
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.
1
2
IL
06/24/2015 - Present
Raymond James & Associates, Inc. (Chicago IL)
IL
09/22/2011 - 06/18/2015
OPPENHEIMER & CO. INC. (CHICAGO IL)
IL
06/01/2009 - 05/03/2011
MORGAN STANLEY SMITH BARNEY (CHICAGO IL)
IL
01/08/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
IL
06/30/2005 - 02/20/2008
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
NY
09/19/2002 - 07/13/2005
RBC DAIN RAUSCHER INC. (NEW YORK NY)
IL
04/11/2000 - 09/18/2002
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
IL
10/26/1999 - 04/12/2000
HCM INVESTMENTS, INC. (CHICAGO IL)
BC
Issued 02/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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