George A. Calvo
Professional summary
George Alfred Calvo is a registered financial professional currently at PALMETTO ADVISORY GROUP, LLC located in Kiawah Island, South Carolina and BOURNE PARTNERS SECURITIES, LLC located in Charlotte, North Carolina.
George is registered as a RR (Registered Representative) and started their career in finance in 1986. George has worked at 7 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 27, Series 24 and Series 4 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view George Alfred Calvo's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 28, 2011 - Present
PALMETTO ADVISORY GROUP, LLC
September 8, 2016 - Present
BOURNE PARTNERS SECURITIES, LLC
Office #1: 550 South Caldwell Street Suite 900, Charlotte, NC 28202July 18, 2014 - August 17, 2016
BOURNE PARTNERS SECURITIES, LLC
December 13, 2012 - September 30, 2013
OPTSECURITIES, LLC
December 21, 2009 - January 7, 2019
ELEVATION, LLC
August 23, 2005 - August 21, 2009
BLACKBIRD NORTH AMERICA
October 14, 1988 - April 24, 2002
WACHOVIA SECURITIES, INC.
April 7, 1986 - October 14, 1988
JOHNSON, LANE, SPACE, SMITH & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
BOURNE PARTNERS SECURITIES, LLC
CRD#: 131107 / SEC#: , 8-66421
Contact information
FINRA licenses (3 States and Territories)
Documents
Red Flags
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