Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arch? Claim Your ProfileArch Ronald Decastrique is a financial professional with over 40 years of experience in the industry. Arch has a wide range of experience working with various clients including individuals, corporations, and charitable organizations. Arch is currently registered with the state of North Carolina as an Investment Advisor Representative with Capital Investment Advisory Services, LLC. Arch has also held previous roles with Nationwide Securities, LLC, 1717 Capital Management Company, Equico Securities, Inc., and The Equitable Life Assurance Society of the United States. Arch holds the Series 63, Series 65, Series 7, and Series 1 licenses. Arch is also a Chartered Financial Consultant. Arch is dedicated to providing personalized financial advice and guidance to help 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.
Guidance on pension options to ensure a secure financial future.
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
NC
01/02/2013 - Present
Capital Investment Advisory Services, LLC (RALEIGH NC)
NC
08/01/2008 - 12/31/2009
NATIONWIDE SECURITIES, LLC (CHARLOTTE NC)
NC
06/21/2007 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (CHARLOTTE NC)
NC
07/15/2005 - 08/29/2007
NATIONWIDE SECURITIES, INC. (CHARLOTTE NC)
DE
05/09/2003 - 12/31/2004
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
DE
05/23/2001 - 03/27/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
DE
07/13/1995 - 05/21/2001
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
10/20/1980 - 07/14/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
10/10/1977 - 07/14/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 05/02/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
BC
Issued 10/03/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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