Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caleb? Claim Your ProfileCaleb Jeffrey Hanie is an investment advisor representative with Alliancebernstein LP, located in Dallas, TX. Caleb has been in the industry since February 13, 2020. Before joining Alliancebernstein, Caleb worked at RBC Capital Markets, LLC in New York, NY. Caleb is registered with the state of Texas and holds the Series 66, Series 7TO, and SIE licenses. Caleb has specializations in asset allocation, financial planning, publication of periodicals, selection of other advisers, and portfolio management for individuals, businesses, investment companies and pooled investment vehicles.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
09/05/2024 - Present
Alliancebernstein LP (DALLAS TX)
NY
01/31/2020 - 08/21/2024
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
BOTH
Issued 03/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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