Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derwyn? Claim Your ProfileDerwyn Castro Anda is a financial advisor with LPL Financial LLC, a firm with over $50 billion in assets under management. Derwyn has been in the financial industry since 2009 and has a Series 6, Series 7, Series 63, and Series 66 licenses. Derwyn has experience working with clients of all types, including individuals, businesses, and charitable organizations. In addition to providing investment advice, Derwyn also offers financial planning services. Derwyn's previous employers include Wells Fargo Clearing Services, LLC, Farmers Financial Solutions, LLC, and J.P. Morgan Securities LLC. Derwyn is a Registered Representative of LPL Financial LLC.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
08/21/2023 - Present
LPL Financial LLC (LAGUNA NIGUEL CA)
CA
08/06/2014 - 09/01/2023
WELLS FARGO CLEARING SERVICES, LLC (LAGUNA HILLS CA)
CA
05/16/2014 - 07/29/2014
FARMERS FINANCIAL SOLUTIONS, LLC (LAGUNA HILLS CA)
CA
10/01/2012 - 02/19/2014
J.P. MORGAN SECURITIES LLC (LAGUNA HILLS CA)
CA
08/31/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LAGUNA HILLS CA)
BOTH
Issued 02/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/28/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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