Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Castaneda is a financial advisor registered with J.p. Morgan Securities LLC. Edward has been in the industry for over two years and holds the Series 63, Series 65, Series 7TO and SIE licenses. Edward has previous experience at Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Bank of America. Edward focuses on individuals, businesses, pension and profit sharing plans, charitable organizations, and insurance companies.
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.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NC
08/09/2022 - Present
J.p. Morgan Securities LLC (Charlotte NC)
UT
10/12/2020 - 07/28/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVO UT)
MO
01/20/2020 - 09/28/2020
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
IA
Issued 08/01/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/31/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Edward Castaneda is the right advisor for you? Invested Better is here to help.
