Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aldo? Claim Your ProfileAldo Noel Castaneda is a Certified Financial Planner™ registered with Mariner Wealth and has been in the industry since June 2015. Aldo Noel Castaneda specializes in providing financial planning, portfolio management, and pension consulting services to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Aldo Noel Castaneda is currently registered with the state of Texas as an Investment Advisor Representative.
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.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
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TX
10/06/2023 - Present
Mariner Wealth (San Antonio TX)
Active
Inactive
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