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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Castro is a financial advisor with Cambridge Investment Research Advisors, Inc. Bryan has been in the industry since 2003 and holds licenses for securities and investments in multiple states. Bryan specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Bryan has a deep understanding of the financial markets and can help you achieve your 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NY
05/02/2024 - Present
Cambridge Investment Research Advisors, Inc. (Orchard Park NY)
NY
11/03/2023 - 05/03/2024
OSAIC WEALTH, INC. (AMHERST NY)
NY
01/08/2010 - 11/03/2023
FSC SECURITIES CORPORATION (AMHERST NY)
NY
08/11/2006 - 01/08/2010
CADARET, GRANT & CO., INC. (HAMBURG NY)
NY
10/06/2003 - 08/16/2006
WADDELL & REED, INC. (ROCHESTER NY)
BC
Issued 11/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/02/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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