Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cale? Claim Your ProfileCale Ward Beyer is a financial advisor with over 6 years of experience in the industry. Cale holds a Series 7, Series 63, Series 65 and Series 24 license. Currently, Cale is registered with Kestra Investment Services, LLC in both Texas and Nebraska. Cale is also a registered representative with FINRA and is a member of the state securities regulators for both states. Prior to joining Kestra Investment Services, LLC, Cale was employed by AXOS CLEARING LLC in Omaha, Nebraska.
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.
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.
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2
TX
07/08/2024 - Present
Kestra Investment Services, LLC (AUSTIN TX)
NE
01/27/2023 - 06/17/2024
AXOS CLEARING LLC (Omaha NE)
BC
Issued 09/01/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/12/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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