Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Castellano is a financial advisor at Truist Advisory Services, Inc. Andrew has been in the financial services industry since 1997 and has a wide range of experience in the industry. Andrew specializes in providing financial advice to individuals, families, and businesses. Andrew holds several licenses and certifications, including Series 7, 63, 66, and 26. Andrew is a trusted advisor who is committed to helping clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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
VA
09/15/2016 - Present
Truist Advisory Services, Inc. (RICHMOND VA)
VA
07/21/1998 - 05/26/2000
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
MO
06/02/1998 - 07/14/1998
SCOTTSDALE SECURITIES, INC. (ST. LOUIS MO)
MI
03/07/1997 - 02/03/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 09/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/06/1997
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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