Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaleb? Claim Your ProfileKaleb Burns is a financial advisor registered with Independence Square Holdings, LLC. Kaleb has been in the financial services industry since 2010 and holds Series 4, 7, 24, 52, 53, and 63 licenses as well as a Series 65. Kaleb has previously worked with several firms, including Citizens Securities, Inc. and Santander Securities LLC. Kaleb specializes in helping individuals, high-net-worth individuals, 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Cash management & mortgage services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Referral fees
1
2
PA
08/11/2022 - Present
Independence Square Holdings, LLC (KING OF PRUSSIA PA)
PA
01/12/2015 - 07/03/2020
CITIZENS SECURITIES, INC. (MIDDLETOWN PA)
PA
04/18/2014 - 01/13/2015
SANTANDER SECURITIES LLC (HARRISBURG PA)
PA
01/30/2013 - 04/01/2014
CCO INVESTMENT SERVICES CORP. (CARLISLE PA)
PA
09/19/2012 - 01/24/2013
SANTANDER SECURITIES LLC (YORK PA)
PA
08/26/2011 - 09/19/2012
LPL FINANCIAL LLC (STEWARTSTOWN PA)
PA
08/17/2010 - 08/22/2011
CCO INVESTMENT SERVICES CORP. (LANCASTER PA)
IA
Issued 04/22/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2022
Series 4 - Registered Options Principal Examination
BC
Issued 11/15/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/06/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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