Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Decastro is a financial advisor with Fidelity Personal AND Workplace Advisors. Brandon has been working in the financial services industry since 2009. Brandon has a strong track record of providing financial advice to individuals, families, and businesses. Brandon is committed to helping clients reach their financial goals. Brandon is licensed to provide financial advice in 54 states and the District of Columbia.
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.
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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OH
03/25/2022 - Present
Fidelity Personal AND Workplace Advisors (UNIONTOWN OH)
OH
05/05/2021 - 11/04/2021
CETERA ADVISORS LLC (AKRON OH)
OH
09/21/2015 - 08/20/2018
KEY INVESTMENT SERVICES LLC (HARTVILLE OH)
OH
03/16/2015 - 09/18/2015
ALLSTATE FINANCIAL SERVICES, LLC (ALLIANCE OH)
OH
04/03/2013 - 03/11/2015
J.P. MORGAN SECURITIES LLC (RANDOLPH OH)
OH
01/14/2010 - 04/18/2013
FIRSTMERIT FINANCIAL SERVICES, INC (AKRON OH)
OH
03/26/2009 - 01/14/2010
INVEST FINANCIAL CORPORATION (AKRON OH)
OH
07/23/2008 - 03/27/2009
CHASE INVESTMENT SERVICES CORP. (CUYAHOGA FALLS OH)
BC
Issued 04/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/27/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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