Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caleb? Claim Your ProfileCaleb Sasson is a registered representative with LPL Financial LLC and an investment advisor representative with Valley Wealth Strategies, LLC. Caleb is a Registered Representative and Investment Advisor Representative with over 11 years of experience in the financial services industry. Caleb provides financial advice to individuals and families, specializing in investment management, financial planning, and retirement planning. Caleb has a strong understanding of the financial markets and is committed to helping clients reach their financial goals.
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.
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
07/07/2022 - Present
Valley Wealth Strategies, LLC (Menlo Park CA)
BOTH
Issued 06/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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