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 Fidelity Personal And Workplace Advisors, based in Deer Park, IL. Andrew is a Series 7 and Series 66 licensed advisor and holds the SIE designation. Andrew has been in the industry since 2017 and was previously with Northern Trust Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Andrew is registered to provide investment advisory services in Arizona, Florida, Illinois, Indiana, Michigan, Texas, and Wisconsin.
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
IL
02/09/2022 - Present
Fidelity Personal AND Workplace Advisors (DEER PARK IL)
IL
09/13/2019 - 12/14/2021
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
IL
11/15/2017 - 07/05/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)
BOTH
Issued 12/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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