Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaleb? Claim Your ProfileKaleb Anthony Fontenot is a financial advisor with Mariner Independent. Kaleb has been in the industry since 2019. Kaleb is registered as an Investment Advisor Representative in Texas. Kaleb holds the Series 65 license and has a background in education and business. Kaleb's focus is on providing financial planning, portfolio management for businesses and individuals, and pension consulting services. Kaleb currently works with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.
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.
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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TX
10/24/2024 - Present
Mariner Independent (Houston TX)
Active
Inactive
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