Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caly? Claim Your ProfileCaly Jo Behymer is a financial advisor with over 20 years of experience in the industry. Currently, Caly is registered with Osaic Wealth, Inc. in Carrollton, Kentucky. Caly has a strong background in financial planning and portfolio management and has held previous roles with Securities America, Inc., AIG Capital Services, Inc., Pacific Select Distributors, LLC, PRUCO Securities, LLC., Lincoln Financial Securities Corporation, Capital Analysts, Incorporated, Red Capital Markets, Inc., and Legg Mason Wood Walker, Incorporated. Caly is dedicated to providing personalized financial advice to individuals and families. Caly holds the Series 7, Series 63, and SIE licenses.
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.
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.
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.
1
2
KY
06/14/2024 - Present
Osaic Wealth, Inc. (CARROLLTON KY)
KY
01/11/2019 - 06/14/2024
SECURITIES AMERICA, INC. (CARROLLTON KY)
NJ
03/29/2017 - 01/08/2019
AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)
CA
09/30/2015 - 01/27/2017
PACIFIC SELECT DISTRIBUTORS, LLC (NEWPORT BEACH CA)
NJ
04/15/2013 - 09/15/2015
PRUCO SECURITIES, LLC. (NEWARK NJ)
OH
04/05/2012 - 02/22/2013
LINCOLN FINANCIAL SECURITIES CORPORATION (CINCINNATI OH)
OH
05/06/2004 - 03/30/2012
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
OH
03/29/2001 - 11/06/2002
RED CAPITAL MARKETS, INC. (COLUMBUS OH)
MD
05/18/2000 - 04/16/2001
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BC
Issued 06/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Caly Behymer is the right advisor for you? Invested Better is here to help.
