Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Castro is a registered principal and registered representative with David Lerner Associates, Inc., having been in the industry since August 2008. Castro holds Series 7, Series 24, Series 53, and Series 63 securities licenses. Castro is registered in 22 states including Arizona, California, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Louisiana, Maryland, Massachusetts, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Vermont, and Virginia. Castro’s branch office is located in White Plains, New York.
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.
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.
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2
NY
08/01/2008 - Present
David Lerner Associates, Inc. (WHITE PLAINS NY)
BC
Issued 08/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/05/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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