Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caleb? Claim Your ProfileCaleb Joe Casto is a registered investment advisor representative with Axxcess Wealth Management, LLC. Caleb has been in the financial services industry since 2018 and has experience working with individuals, families, and businesses. Caleb is licensed to provide investment advice in West Virginia and has passed the Series 7, Series 63, Series 66, and SIE exams. Caleb specializes in providing financial planning, portfolio management, and pension consulting services. 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.
Guidance on pension options to ensure a secure financial future.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
08/04/2023 - Present
Axxcess Wealth Management, LLC (CARLSBAD CA)
WV
06/15/2022 - 08/02/2023
FIFTH THIRD SECURITIES, INC. (CHARLESTON WV)
WV
09/11/2019 - 06/01/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MORGANTOWN WV)
BOTH
Issued 06/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/09/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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