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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tennyson? Claim Your ProfileTennyson Calvin Shifley is a financial advisor with over 30 years of experience in the industry. Tennyson is registered with Cambridge Investment Research Advisors, Inc. and has worked for a number of other firms throughout their career. Tennyson specializes in providing financial planning, investment management and retirement planning services.
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
NC
01/02/2009 - Present
Cambridge Investment Research Advisors, Inc. (WAXHAW NC)
NC
09/28/2004 - 12/31/2008
CAPITAL ANALYSTS, INCORPORATED (WAXHAW NC)
IN
07/21/1999 - 09/27/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 09/27/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
01/19/1994 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
MA
09/21/1988 - 12/06/1993
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 07/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/20/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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