Unclaimed
David Castro is an Investment Advisor Representative at Jet Stream Wealth Management, a firm based in Ridgewood, New York. David provides financial planning and portfolio management for individuals. David also works at Jetblue Airways as an Aircraft Maintenance Controller. David holds a Series 65 license.
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.
Personalized portfolio management to meet individual financial objectives.
Retirement planning
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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NY
03/01/2024 - Present
JET Stream Wealth Management (RIDGEWOOD NY)
IA
Issued 10/20/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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