Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caleb? Claim Your ProfileCaleb Hudson is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. based in Raleigh, North Carolina. Caleb has been working in the financial services industry since 2022 and has a strong background in both investment advising and securities trading. Caleb has passed the Series 63, Series 7TO, and Series 65 exams. Caleb has held previous positions with Morgan Stanley and E*TRADE Securities LLC. Caleb's specializations include investment planning, retirement planning, and portfolio management. Caleb is committed to providing clients with personalized financial advice and helping them reach their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
06/21/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (RALEIGH NC)
FL
01/25/2023 - 05/16/2024
MORGAN STANLEY (Tampa FL)
FL
06/01/2022 - 09/05/2023
E*TRADE SECURITIES LLC (Temple Terrace FL)
IA
Issued 09/07/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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