Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Freinel? Claim Your ProfileFreinel Castillo is a financial advisor with LPL Financial LLC. Freinel has been in the financial services industry since 2000 and has experience with a variety of financial institutions. Freinel is registered with the state of California and has passed the Series 6, Series 7, Series 24, Series 63 and Series 66 exams. Freinel offers investment advisory services including financial planning, portfolio management, and consulting.
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
10/09/2024 - Present
LPL Financial LLC (HEMET CA)
CA
08/16/2021 - 01/10/2023
PNC INVESTMENTS (HEMET CA)
CA
05/16/2013 - 08/16/2021
BBVA SECURITIES INC. (TEMECULA CA)
CA
02/12/2010 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (HEMET CA)
CA
07/30/2001 - 12/23/2009
GUARANTY BROKERAGE SERVICES, INC. (VISTA CA)
TX
03/29/2000 - 07/31/2001
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
BOTH
Issued 11/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/27/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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