Unclaimed
Caleb Martin Reed is a registered representative and investment advisor representative with Park Avenue Securities LLC. Caleb is active in the securities industry and has been registered with the state of Alabama since 2021. Caleb has earned both Series 63 and Series 65 licenses and currently holds 27 state licenses and 25 investment advisor licenses. Caleb is based out of the Fairhope, Alabama branch office of Park Avenue Securities LLC.
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.
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.
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2
AL
02/21/2022 - Present
Park Avenue Securities LLC (FAIRHOPE AL)
IA
Issued 01/24/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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