Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Alfonso Castro is a registered investment advisor representative with Fisher Investments. Daniel Castro has been in the industry for a short period of time, registered with the state of Texas in 2024. Daniel Castro is a registered representative with the Series 7TO and Series 66 licenses. Before joining Fisher Investments, Daniel Castro worked at Charles Schwab & Co., Inc. in Westlake, TX. Daniel Castro has a diverse work history that includes experience in the banking, restaurant and retail industries. Daniel Castro specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Daniel Castro is passionate about providing financial planning and portfolio assessment services to clients.
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.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
05/15/2024 - Present
Fisher Investments (PLANO TX)
TX
09/02/2023 - 05/02/2024
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 02/14/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/11/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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