Unclaimed
Aaron Castaneda is a registered investment advisor representative with HBW Advisory Services LLC. Aaron has been in the industry since 2021. Aaron has a series 65 license and has worked at several companies before joining HBW Advisory Services LLC. Aaron specializes in financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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MI
02/19/2025 - Present
HBW Advisory Services LLC (GRAND RAPIDS MI)
Active
Inactive
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