Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caleb? Claim Your ProfileCaleb Nicholas Lodge is a Registered Representative with Charles Schwab & CO., Inc. located in Newport Beach, CA. Caleb has been in the financial services industry for over 9 years. Caleb is licensed to provide securities and advisory services in over 20 states. Caleb holds licenses for Series 7, Series 63, Series 66 and the SIE. Caleb is also licensed to provide investment advisory services in California 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
12/16/2019 - Present
Charles Schwab & CO., Inc. (Newport Beach CA)
BOTH
Issued 11/14/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Caleb Lodge is the right advisor for you? Invested Better is here to help.
