Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caleb? Claim Your ProfileCaleb Erin Martin is an investment advisor representative with Vanguard Advisers, Inc. Caleb has been in the securities industry since September 23, 2005 and holds the following licenses: Series 6, Series 7TO, Series 26, Series 63 and Series 65. Caleb is registered in both Pennsylvania and Texas. Caleb is also a Certified Financial Planner. Caleb has worked for several financial institutions, including Guidestone Financial Services, PFPC Distributors, Inc., Guaranty Brokerage Services, Inc., and The Vanguard Group, Inc. Caleb's current employer is Vanguard Advisers, Inc. located in Malvern, PA.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
12/23/2021 - Present
Vanguard Advisers, Inc. (Malvern PA)
TX
04/22/2009 - 04/10/2019
GUIDESTONE FINANCIAL SERVICES (DALLAS TX)
TX
07/05/2007 - 09/11/2009
PFPC DISTRIBUTORS, INC. (DALLAS TX)
TX
10/25/2005 - 06/28/2007
GUARANTY BROKERAGE SERVICES, INC. (RICHARDSON TX)
ME
09/04/2002 - 06/23/2005
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
BC
Issued 01/14/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/30/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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