Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileChristina Castrejon is a financial advisor with Sage Private Wealth Group, LLC in Oakbrook Terrace, IL. Christina has been in the industry since 2005 and has a Series 6, 7, 63, and 65 licenses. Christina also holds the Certified Financial Planner designation. Christina's previous experience includes Calamos Financial Services LLC and Calamos Wealth Management LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office services
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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IL
11/30/2023 - Present
Sage Private Wealth Group, LLC (OAKBROOK TERRACE IL)
IL
07/13/2005 - 12/04/2023
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
IA
Issued 11/30/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/12/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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