Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dane? Claim Your ProfileDane Mark Castle is a financial advisor with over 8 years of experience in the financial services industry. Dane is currently registered with Osaic Wealth, Inc., where Dane offers financial planning, portfolio management and other services for individual investors. Dane has held several previous positions with firms including Triad Advisors LLC, Securities America, Inc., Woodbury Financial Services, Inc., FSC Securities Corporation, SagePoint Financial, Inc., E*TRADE Securities LLC and First Allied Securities, Inc..
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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AZ
09/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
01/30/2023 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
01/30/2023 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
11/16/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
06/20/2018 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
11/16/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
GA
03/10/2016 - 11/17/2016
E*TRADE SECURITIES LLC (ALPHARETTA GA)
CA
04/02/1999 - 08/29/2001
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
IA
Issued 09/06/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/18/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 02/05/2020
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/16/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/06/1997
Series 15 - Foreign Currency Options Examination
Active
Inactive
F
FINRA
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