Verified
Boris Michael Castillo is an experienced financial advisor with over 20 years in the industry. Boris is registered with The Ameriflex Group, Inc. and holds a Series 63, 65, and 66 licenses. Boris is also a Certified Financial Planner. The Ameriflex Group provides a wide range of financial planning services, including portfolio management, retirement planning, and estate planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
CA
08/17/2022 - Present
THE Ameriflex Group (Long Beach CA)
CA
08/15/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LONG BEACH CA)
CA
07/03/2019 - 08/19/2022
CUSO FINANCIAL SERVICES, L.P. (Huntington Beach CA)
CA
08/25/2015 - 07/11/2019
KINECTA WEALTH MANAGEMENT (WOODLAND HILLS CA)
CA
12/01/2014 - 07/11/2019
LPL FINANCIAL LLC (LAKEWOOD CA)
CA
12/06/2013 - 07/16/2014
LPL FINANCIAL LLC (EL SEGUNDO CA)
FL
10/21/2011 - 09/07/2012
NEW ENGLAND SECURITIES (WEST PALM BEACH FL)
CA
04/08/2009 - 09/02/2009
BANCWEST INVESTMENT SERVICES, INC. (LOS ANGELES CA)
CA
05/05/2005 - 03/31/2009
UNIONBANC INVESTMENT SERVICES, LLC (LOS ANGELES CA)
CA
05/20/2002 - 08/13/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
03/21/2002 - 05/17/2002
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
CA
03/16/2001 - 03/19/2002
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NJ
02/22/2000 - 03/09/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
CA
07/08/1999 - 03/14/2000
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NY
05/06/1998 - 05/11/1999
M.S. FARRELL & COMPANY, INC. (SYOSSET NY)
BC
Issued 10/10/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/03/2012
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/01/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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