Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Thomas Castle is an investment advisor representative with Cetera Investment Advisers LLC. George has been in the industry since June 24, 1983. George has a Series 6, 7, 22, 63, and 65 license. George has 1 current registration and is registered in Delaware. George has 9 previous registrations. George has been registered with VOYA FINANCIAL ADVISORS, INC. since January 1, 2004. George is also a chartered financial consultant. George provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
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
DE
06/29/2023 - Present
Cetera Investment Advisers LLC (NEWARK DE)
DE
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (NEWARK DE)
IA
03/14/1995 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NA
10/06/1994 - 03/13/1995
FIDELITY EQUITY SERVICES CORPORATION
MA
06/24/1983 - 10/03/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/24/1983 - 10/03/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 11/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/14/1997
Series 7 - General Securities Representative Examination
BC
Issued 5/2/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 6/23/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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