Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerardo? Claim Your ProfileGerardo Ivan Castillo is a financial advisor who has been in the industry since 1997. Currently, Gerardo is an advisor at Insigneo Advisory Services, LLC and has been with the firm since June 2018. Previously, he was registered with Wells Fargo Clearing Services, LLC. Gerardo is a Series 6, 7, 63, 65, and SIE licensed advisor. Gerardo's specializations include: Investment advisory services, selection of other advisors, Portfolio management for businesses, Portfolio management for individuals, Portfolio management for pooled investment vehicles, and Consolidation of financial reports and consulting services.
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.
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.
Consolidation of financial reports and consulting 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.
A percentage of the total value of assets under management is charged.
Rebates/trailer fees
1
2
FL
07/31/2018 - Present
Insigneo Advisory Services, LLC (Miami FL)
FL
01/22/2010 - 07/06/2018
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
FL
05/29/2007 - 01/28/2010
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
04/08/2002 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
MA
06/16/1997 - 04/03/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/16/1997 - 04/03/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 10/18/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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