Unclaimed
Dean Castor is a financial advisor who has been in the industry since 1993. Dean is currently registered with Truist Advisory Services, INC. and Truist Investment Services, Inc.. Dean has previously worked with BB&T SECURITIES, LLC, BB&T INVESTMENT SERVICES, INC., ALLSTATE FINANCIAL SERVICES, LLC, ING FINANCIAL PARTNERS, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, JEFFERSON PILOT SECURITIES CORPORATION, EQUITY SERVICES, INC., CADARET, GRANT & CO., INC., AIG EQUITY SALES CORP., NATHAN & LEWIS SECURITIES, INC., PRINCOR FINANCIAL SERVICES CORPORATION, BMA FINANCIAL SERVICES, INC., EQUICO SECURITIES, INC., THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES, and TRAVELERS EQUITIES SALES, INC.. Dean holds the Series 6, 7, 63, and 65 licenses.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
NC
02/17/2021 - Present
Truist Advisory Services, Inc. (WINSTON-SALEM NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
10/01/2009 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (WINSTON-SALEM NC)
NC
08/19/2008 - 09/30/2009
BB&T INVESTMENT SERVICES, INC. (ELIZABETH CITY NC)
NC
12/19/2007 - 08/22/2008
ALLSTATE FINANCIAL SERVICES, LLC (CLEMMONS NC)
NC
08/22/2006 - 12/04/2007
ING FINANCIAL PARTNERS, INC. (WINSTON SALEM NC)
NC
07/22/2005 - 07/05/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WINSTON-SALEM NC)
IN
04/19/2004 - 10/20/2004
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
VT
03/13/2002 - 12/31/2003
EQUITY SERVICES, INC. (MONTPELIER VT)
NY
01/02/1998 - 12/31/2000
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
01/06/1995 - 01/02/1998
AIG EQUITY SALES CORP. (NEW YORK NY)
NY
09/01/1994 - 12/31/1994
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
IA
01/14/1993 - 09/06/1994
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MO
10/17/1991 - 09/17/1992
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
NY
08/14/1990 - 10/01/1991
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
08/14/1990 - 10/01/1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
CA
08/06/1990 - 10/11/1990
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
IA
Issued 10/10/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/24/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/15/2005
Series 7 - General Securities Representative Examination
BC
Issued 7/5/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Dean Castor is the right advisor for you? Invested Better is here to help.
Invested Better, LLC ("Invested Better") provides a matching service whereby users are connected with third-party financial advisors ("Advisors") who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.
Please be advised that Invested Better does not evaluate the ongoing performance of any Advisor, nor does it participate in the management of user accounts or provide advice regarding specific investments. We do not manage client funds or hold assets in custody. Our role is solely to facilitate connections between users and potentially suitable financial advisors. All investing involves inherent risks, including the potential loss of principal. There is no guarantee that working with an advisor will result in positive returns. Potential downsides include the payment of fees, which can reduce overall returns. The existence of a fiduciary duty does not preclude the potential for conflicts of interest.
Invested Better maintains a directory of all actively registered financial advisors and firms based on the public filings with FINRA and SEC. Advisors and firms may verify their identity to claim and take control to update and edit their profile information. Invested Better does not guarantee the accuracy of any information updated by advisors or firms on their profile.