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Christine Syrena Castillo

Usaa Investment Services Co.

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About Christine Syrena Castillo

Christine Castillo is a financial advisor with over 18 years of experience in the industry. Christine currently works with USAA Investment Services Co., and has previously worked with USAA Financial Advisors, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Christine is registered in 53 states and is licensed to provide investment advice in Texas. Christine offers financial planning, and referral services.

Firm Information

Christine Castillo is currently registered with Usaa Investment Services Co.. USAA Investment Services Co. is a corporation headquartered in San Antonio, TX, formed in September 1988. They offer financial planning and other advisory services to individuals and high-net-worth individuals. The firm is registered with the SEC and holds licenses in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. They have a total of 150 registered representatives and 109 investment adviser representatives.
Usaa Investment Services Co.

9800 FREDERICKSBURG ROAD

SAN ANTONIO, TX 78288-0227

Not reported

Assets Under Management

1,609

Total Clients

136

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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referrals

Referrals

Fee Structure

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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other

Referral fees pursuant to a referral agreement

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Christine Castillo’s Registration & Firm History

TX

10/21/2005 - Present

Usaa Investment Services Co. (SAN ANTONIO TX)

TX

08/22/2014 - 07/10/2020

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

MN

06/11/2004 - 09/16/2005

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

06/11/2004 - 09/16/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 06/22/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/28/2014

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/23/2009

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/10/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Christine Syrena Castillo. Review regulatory record here.
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