Michael Duvall
Independent Financial Representative at Calton and Associates Inc.
- Role
- Independent Financial Representative at Calton & Associates, Inc.
- Location
- Memphis, TN, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
Experience
Independent Financial Representative
Mar 2010 — Present · Memphis, TN, US
I am Series 7 and Series 63 licensed. I specialize in Municipal bonds, corporate bonds, REIT\'s, BDC\'s, private placements, and other alternative investment products.
Skills
- Wealth Accumulation
- Investment Advisory
- Investment Strategies
- Alternative Investments
- Financial Advisory
- Wealth Management
- Private Placements
- 401k Rollovers
- Bdcs
- Retirement Planning
- Corporate Bonds
- Reit's
- Municipal Bonds
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