Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arthur? Claim Your ProfileArthur Castro is a registered investment advisor representative with J. W. Cole Advisors, Inc. Arthur has been in the financial services industry since 1998, and has experience working with a wide range of clients, including individuals, businesses, and charitable organizations. Arthur is licensed to offer securities in the states of Arizona, California, Colorado, Hawaii, Idaho, Nevada, Oregon, Utah, and Washington. Arthur is a member of the Professional Ski Instructors of America (PSIA) and the American Association of Snowboard Instructors (AASI) and often provides clinics and exams on weekends during the winter months.
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.
Hourly & fixed rate consulting
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
FL
08/01/2013 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
CA
04/17/2012 - 07/31/2013
GIRARD SECURITIES, INC. (TUSTIN CA)
NC
04/18/2006 - 04/17/2012
WESTERN EQUITY GROUP, INC. (RALEIGH NC)
MA
12/12/2003 - 03/23/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
05/12/2000 - 01/08/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/19/1998 - 05/22/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 03/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 02/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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