Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Castor is a financial professional with over 8 years of experience in the industry. Andrew is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc., and currently holds Series 66, Series 7 and SIE licenses. Andrew has been registered with FINRA since July 2016. Andrew is a licensed investment advisor representative in California and Texas. Andrew works with a wide range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Andrew provides a variety of advisory services, including portfolio management, financial planning, and pension consulting. Andrew is committed to providing clients with personalized financial advice that meets their unique needs.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
07/20/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PHOENIX AZ)
BOTH
Issued 07/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2016
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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