Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caleb? Claim Your ProfileCaleb Brasel is a Registered Representative and Investment Adviser Representative at Fidelity Personal AND Workplace Advisors. Caleb is a highly skilled financial professional with a strong track record of success in the industry. Caleb is dedicated to providing personalized financial advice and investment strategies tailored to meet the specific needs of each client. Caleb holds the Series 66, 7TO, and SIE licenses and is registered with the states of Alaska, California, Louisiana, North Carolina, Oklahoma, Tennessee, and Texas. With a strong foundation in financial planning and investment management, Caleb is committed to helping clients achieve 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
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
OK
04/21/2023 - Present
Fidelity Personal AND Workplace Advisors (TULSA OK)
BOTH
Issued 10/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/27/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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