Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caleb? Claim Your ProfileCaleb Luke Christian is a financial advisor at Granite Harbor Advisors, Inc. Caleb has been in the financial industry for over 7 years. Caleb holds the Series 6 and Series 63 licenses, along with the SIE certification. Caleb is a Certified Financial Planner™ professional and a Chartered Financial Consultant™. Caleb has extensive experience in financial planning, portfolio management and providing advice to high-net-worth individuals, corporations, and pension plans. Caleb provides personalized financial services for individuals and families, as well as for businesses and organizations. Caleb has a track record of helping clients 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.
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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TX
10/04/2022 - Present
Granite Harbor Advisors, Inc. (HOUSTON TX)
TX
03/22/2016 - 09/12/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (THE WOODLANDS TX)
BC
Issued 05/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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