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 a financial professional with over 39 years of experience in the financial services industry. George is currently registered with Cetera Investment Advisers LLC, which has been providing investment advisory services since 1994. George has served clients in a variety of capacities, including individuals, corporations, and charitable organizations. George is also an Independent Insurance Agent and owns rental property. George is committed to providing personalized financial planning and investment management services to help his clients achieve 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.
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.
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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 10/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/02/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/23/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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