Navigator Financial Services |
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Request A QuoteNow you can request information on a variety of financial topics from the comfort of your own home. Please select a form from the adjacent menu to request additional information on a particular financial subject. Add specific details about your situation and we'll contact you in the next few days. If you are uncomfortable completing the form, please make sure you have entered your contact information so that we can call you to discuss your particular concerns. If you have other specific questions, please use the "Contact Us" link to drop us a line.
 About Us
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Carl Kaliszewski is an Investment Advisor Representative with and securities and investment advisory services offered through Transamerica Financial Advisors, Inc. (TFA) Member FINRA, SIPC & a Registered Investment Advisor. Non-security products and services are not offered through TFA. Navigator Financial Services is not affiliated with TFA. Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment advisor, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment advisor, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment advisor, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion. Carl Kaliszewski is currently licensed to sell securities in the following states: CA, CT, FL, MA, ME, NM, RI & VT.
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