Unclaimed
Kaleb Robuck is a registered representative with USA Financial Securities LLC. Kaleb has been in the securities industry since March 2015. Kaleb is registered with the following states: Colorado, Florida, Iowa, Missouri, Nebraska, and Texas. Kaleb holds the Series 6, 7, 66, and SIE licenses. Kaleb specializes in providing financial planning, portfolio management for individuals, and selection of other advisers.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IA
01/03/2022 - Present
USA Financial Securities LLC (Red Oak IA)
IA
03/20/2015 - 05/13/2016
VOYA FINANCIAL ADVISORS, INC. (SHENANDOAH IA)
BOTH
Issued 04/29/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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