Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andres? Claim Your ProfileAndres Castro is a financial advisor at Fidelity Personal And Workplace Advisors in SALT LAKE CITY, UT. Andres has been in the financial industry since 2022. Andres is registered to provide investment advice in Texas and Utah. Andres has passed the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination, and the Investment Company Products/Variable Contracts Representative Examination. Andres also provides financial planning services and portfolio management for businesses and individuals.
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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2
UT
04/15/2024 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
02/23/2024 - 03/02/2024
J.P. MORGAN SECURITIES LLC (SALT LAKE CITY UT)
CA
05/16/2022 - 01/23/2024
FIDELITY BROKERAGE SERVICES LLC (LOS ANGELES CA)
IA
Issued 04/25/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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