Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Castro is a financial advisor with Charles Schwab & Co., Inc. based in Newport Beach, CA. Andrew holds Series 66, Series 7 and SIE licenses. Andrew has been in the financial industry since 2014. Andrew specializes in providing financial planning and investment management services to individuals and families. Andrew's previous experience includes working at Purshe Kaplan Sterling Investments and UBS Financial Services Inc.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CA
01/02/2020 - Present
Charles Schwab & CO., Inc. (Newport Beach CA)
CA
04/14/2016 - 07/11/2017
PURSHE KAPLAN STERLING INVESTMENTS (PALM DESERT CA)
CA
08/05/2014 - 03/22/2016
UBS FINANCIAL SERVICES INC. (SAN DIEGO CA)
BOTH
Issued 10/27/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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