Invested Better
Unclaimed

Unclaimed

Unclaimed

Andrew James Casto

First Trust Portfolios LP

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Andrew? Claim Your Profile

About Andrew James Casto

Andrew James Casto is a registered representative of First Trust Portfolios LP. Andrew Casto has been in the industry since February 7, 2019. Andrew James Casto holds a Series 63, Series 7TO and SIE. Andrew James Casto is registered in Illinois.

Firm Information

Andrew Casto is currently registered with First Trust Portfolios LP. First Trust Portfolios LP is a Partnership formed in May 1991. It is registered with the SEC and in all 50 states as well as the District of Columbia and Puerto Rico. The firm has had 3 regulatory events disclosed.

Not reported

Assets Under Management

Not reported

Total Clients

114

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Andrew Casto’s Registration & Firm History

IL

02/08/2019 - Present

First Trust Portfolios LP (WHEATON IL)

Not sure if Andrew James Casto is right for you?

Licenses & Designations

BC

Issued 02/14/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/08/2019

Series 7TO - General Securities Representative Examination

BC

Issued 11/15/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew James Casto.
Not sure if Andrew James Casto is right for you?