Callie Held is a registered investment advisor, based in Urbandale, IA, with 4 years of industry experience.
Location
2900 100th St, St 301, Urbandale, IA, 50322
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Callie sells fixed insurance products through a general brokerage agency, dedicating a few hours per week. She also works as a financial professional for Guide Financial Group, spending about a quarter of her time on financial services.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations11 states
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