Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caleb? Claim Your ProfileCaleb Schmidt is a registered investment advisor representative with Dynamic Financial Group, a firm with offices in Cedar Falls, Iowa. Caleb has been in the industry since August 2011 and has passed both Series 66 and Series 7 exams. Prior to working with Dynamic Financial Group, Caleb was employed by CETERA ADVISORS LLC. Caleb also sells fixed insurance with various companies. Caleb specializes in portfolio management for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IA
08/25/2017 - Present
Dynamic Financial Group (Cedar Falls IA)
IA
11/05/2012 - 08/28/2017
CETERA ADVISORS LLC (WATERLOO IA)
BOTH
Issued 12/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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