Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caleb? Claim Your ProfileCaleb Rodriguez is a financial advisor currently associated with Newedge Advisors. Caleb has been in the financial industry for several years and has a strong track record of success. Caleb specializes in providing financial planning, portfolio management, and selection of other advisors. Caleb holds a Series 65 license, and is currently registered with the state of California as an Investment Advisor Representative. Caleb's previous experience includes roles at DeGreen Capital Management, Jackson Financial Management, Mercer Global Advisors, and Epstein & White Financial.
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.
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CA
02/13/2023 - Present
Newedge Advisors (San Diego CA)
IA
Issued 12/07/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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