Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Giovanni Castorena is an investment advisor representative with Broadway Wealth Solutions. Carlos has been in the financial industry since 2014, and has experience with various financial institutions including USAA, Alliance Bernstein, Frost Bank, and Principal Financial Group. Carlos is licensed to provide investment advice in the state of Texas.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
03/14/2024 - Present
Broadway Wealth Solutions (SAN ANTONIO TX)
IA
Issued 09/09/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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