Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caleb? Claim Your ProfileCaleb White is a financial professional with over 8 years of experience in the financial services industry. Caleb has a Series 6, 7, 63, and 65 license and is registered with Northwestern Mutual Investment Services, LLC in Durham, North Carolina. Caleb is also registered as an Investment Advisor Representative with the state of North Carolina. Caleb has previously worked with Cetera Advisor Networks LLC and MetLife Securities Inc.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
NC
10/07/2019 - Present
Northwestern Mutual Investment Services, LLC (DURHAM NC)
SC
09/09/2015 - 12/31/2017
CETERA ADVISOR NETWORKS LLC (WEST COLUMBIA SC)
SC
09/20/2013 - 02/09/2015
METLIFE SECURITIES INC. (COLUMBIA SC)
IA
Issued 03/03/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/20/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Caleb White is the right advisor for you? Invested Better is here to help.
