Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean Castor is a financial advisor with Truist Advisory Services, Inc., located in Winston-Salem, NC. Dean has been in the financial services industry since 1993. Dean has a variety of experience in the financial services industry, having worked with firms such as BB&T Securities, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Dean's areas of focus are retirement planning, education planning, and estate planning. Dean is committed to providing clients with personalized financial advice to help them reach their financial goals.
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.
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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 07/24/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/05/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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