Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caleb? Claim Your ProfileCaleb Callahan is a financial advisor who has been in the industry since 2005. Caleb is registered as a broker-dealer and investment advisor representative. He is currently with Valmark Advisers, Inc., and has been with the firm since 2007. Caleb is registered in 51 states and the District of Columbia. Caleb specializes in providing financial advice to individuals, businesses, and investment companies. Caleb holds the Series 7, Series 24, and Series 66 licenses. Caleb is also a Certified Financial Planner. Caleb has a strong commitment to helping clients achieve their financial goals and providing them with the advice and guidance they need to make informed financial decisions.
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.
Strategic management for diversified investment portfolios.
Consulting
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
OH
11/29/2007 - Present
Valmark Advisers, Inc. (AKRON OH)
BOTH
Issued 11/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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