Unclaimed
Alexander Castro is an Investment Advisor Representative with Kestra Advisory Services, LLC, a company that provides investment advisory services. Alexander has been in the financial industry since 2007 and is registered with the state of Washington and Texas. Alexander offers a variety of services including financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Alexander is also registered as a Registered Representative with Kestra Investment Services, LLC. Prior to joining Kestra, Alexander was a Registered Representative for Foresters Financial Services, Inc. and was also a Registered Representative with First Investors Corp.
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.
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.
1
2
TX
06/07/2019 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
AZ
12/10/2007 - 06/06/2019
FORESTERS FINANCIAL SERVICES, INC. (PHOENIX AZ)
IA
Issued 10/31/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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