Callie Elizabeth Held

Current Employers

Employment History

• 08/2021 → Present
  Guide Financial Group
  Urbandale, IA
• 08/2021 → 08/2023
  Securian Financial Services Inc
  Saint Paul, MN
• 08/2021 → 08/2023
  Minnesota Life Insurance Company
  Saint Paul, MN
• 12/2017 → 08/2021
  Holmes Murphy
  Waukee, IA
• 06/2017 → 12/2017
  Unemployed
  Urbandale, IA
• 10/2013 → 06/2017
  University Of Reading
  Reading
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Urbandale, IA
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-11-01 → 2023-08-10
  Securian Financial Services, Inc.
  Urbandale, IA
  St. Paul, MN

Other Businesses

1) SAMA FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/23/2021 ADDRESS: 1327 Boyson Road, Hiawatha IA 52233, United States DESCRIPTION: Fixed insurance sales through general brokerage agency 2) NAME OF OTHER BUSINESS: GUIDE FINANCIAL GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 11/2021; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2021-10-27

Other Names

• Callie Elizabeth Bachman