Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caleb? Claim Your ProfileCaleb Merrill Stephens is a financial advisor with over 13 years of experience in the financial services industry. Caleb has been registered with Park Avenue Securities LLC since September 2024, and has held previous positions with Edward Jones and LPL Financial LLC. Caleb specializes in providing financial planning and investment advice to individuals, families, and businesses. Caleb is also a registered representative in several states, including Florida, Maine, Massachusetts, and Texas.
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
TX
09/18/2024 - Present
Park Avenue Securities LLC (AUSTIN TX)
ME
02/25/2011 - 05/14/2021
EDWARD JONES (FREEPORT ME)
BOTH
Issued 05/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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