Unclaimed
Caleb Pryor is a financial advisor at Kestra Advisory Services, LLC. Caleb has been in the industry since 2016 and has experience providing financial planning, pension consulting and portfolio management for businesses and individuals. Caleb also offers selection of other advisors. Caleb has earned Series 7TO, Series 66, Series 6, Series 24 and Series 26 licenses and has a state exam with a Series 66 category. Prior to joining Kestra Advisory Services, LLC, Caleb was employed at MSEC, LLC, AE Financial Services, LLC, and Waddell & Reed.
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.
1
2
TX
06/06/2022 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
KS
04/20/2022 - 05/25/2022
MSEC, LLC (OVERLAND PARK KS)
KS
11/23/2021 - 04/11/2022
AE FINANCIAL SERVICES, LLC (TOPEKA KS)
KS
10/15/2015 - 08/23/2021
WADDELL & REED (OVERLAND PARK KS)
BOTH
Issued 03/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/27/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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