Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caleb? Claim Your ProfileCaleb Roberts is a financial advisor with Stonex Financial Inc. located in Birmingham, Alabama. Caleb Roberts has been in the industry since June 2022, and holds licenses for Series 7TO, Series 63, and SIE exams. Caleb Roberts joined Stonex Financial Inc. on September 27, 2022. Prior to that, Caleb Roberts worked for SA STONE WEALTH MANAGEMENT INC. from June 28, 2022 to September 27, 2022. Caleb Roberts is registered in Alabama.
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.
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.
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2
AL
09/27/2022 - Present
Stonex Financial Inc. (BIRMINGHAM AL)
AL
06/28/2022 - 09/27/2022
SA STONE WEALTH MANAGEMENT INC. (BIRMINGHAM AL)
BC
Issued 10/26/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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