TITLE

Calvelli's Mission: A Touch of Wall Street in San Diego

AUTHOR(S)
Albano, Christine
PUB. DATE
February 2005
SOURCE
Bond Buyer;2/4/2005, Vol. 351 Issue 32064, p6
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
The article states that Michael Calvelli is on a personal crusade to bring a slice of Wall Street to the retail customers of local community banks in California and beyond by establishing his own broker-dealer shop. Calvelli's San Diego, California-based company, Advanced Financial Solutions Inc., is teaming up with community banks to provide a wide range of investment, and insurance services with a prominent emphasis on municipal products to retail customers who need more than just traditional banking services to compliment their overall financial portfolios.
ACCESSION #
15950911

 

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