Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caleb? Claim Your ProfileCaleb Ross Whiteside is a registered representative with BOK Financial Securities, Inc., based in Little Rock, Arkansas. Caleb has been working in the financial services industry since November 2013. Caleb holds Series 7, Series 52, and Series 63 licenses, along with the Securities Industry Essentials (SIE) exam. Caleb is also registered with the state of Arkansas. Caleb specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Furnishes advice about securities in any manner not described above.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AR
11/15/2013 - Present
BOK Financial Securities, Inc. (Little Rock AR)
BC
Issued 12/31/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2014
Series 52 - Municipal Securities Representative Examination
BC
Issued 11/15/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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