Unclaimed
Castulo Chaparro Vera is a registered investment advisor representative with First Command Advisory Services. Castulo has been in the financial services industry since May 2018. Castulo holds Series 66, Series 7, and SIE licenses. Castulo has experience in both investment advisory and brokerage services. Castulo is registered with the state of Texas and holds registrations in California and North Carolina. Castulo is also a real estate investor with experience in buying and selling rental properties.
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.
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.
1
2
TX
07/17/2018 - Present
First Command Advisory Services (Killeen TX)
BOTH
Issued 07/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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