Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allan? Claim Your ProfileAllan Delcastillo is a financial professional with over 25 years of experience in the industry. Allan is currently registered with Assetmark Brokerage, LLC in Concord, California. Allan has a strong background in investments, having worked with several firms over the years, including Capital Brokerage Corporation and Assetmark Capital Corporation. Allan is licensed to sell securities in California and has passed several industry exams including Series 6, Series 63, Series 26 and SIE.
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.
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.
1
2
CA
08/15/2014 - Present
Assetmark Brokerage, LLC (CONCORD CA)
CA
04/01/2008 - 08/15/2014
CAPITAL BROKERAGE CORPORATION (CONCORD CA)
CA
11/17/1999 - 04/01/2008
ASSETMARK CAPITAL CORPORATION (PLEASANT HILL CA)
MN
06/12/1995 - 07/23/1999
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Allan Delcastillo is the right advisor for you? Invested Better is here to help.
