Unclaimed
Craig L. Castner is a financial advisor who has been in the industry since 2001. Craig is a registered representative of Park Avenue Securities LLC, and his office is located in Woodcliff Lake, NJ. Craig is a licensed agent in Florida, New Jersey, New York, and South Carolina. Craig's primary business is in providing financial planning and portfolio management for individuals and corporations. Craig has also been involved in managing 401k plans for small business owners and has experience with captive insurance. Craig is a licensed agent of Guardian Life Insurance Company.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
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2
NJ
10/17/2024 - Present
Park Avenue Securities LLC (WOODCLIFF LAKE NJ)
NJ
02/19/2021 - 02/21/2023
CETERA ADVISOR NETWORKS LLC (FAIRFIELD NJ)
NJ
01/07/2020 - 02/23/2021
WOODBURY FINANCIAL SERVICES, INC. (VERONA NJ)
NJ
09/21/2018 - 12/31/2019
H. BECK, INC. (VERONA NJ)
NJ
07/18/2017 - 01/16/2018
LPL FINANCIAL LLC (BRIDGEWATER NJ)
CA
04/17/2012 - 05/02/2017
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
NY
01/24/2011 - 03/26/2012
ING FINANCIAL ADVISERS, LLC (NEW YORK NY)
CO
12/13/2001 - 10/28/2010
ADP BROKER-DEALER, INC. (AURORA CO)
MO
07/02/2001 - 11/27/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 08/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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