Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gilbert? Claim Your ProfileGilbert Castillo is a financial advisor with Osaic Wealth, Inc. Gilbert has over 20 years of experience in the financial services industry. Gilbert holds the Series 6, 7, 63 and 65 securities licenses. Gilbert has worked with USAA and SWBC Investment Services in the past. Gilbert provides financial planning services, portfolio management, and pension consulting. Gilbert serves on the board of the San Antonio Public Library Foundation.
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
TX
08/15/2022 - Present
Osaic Wealth, Inc. (SAN ANTONIO TX)
TX
05/09/2019 - 05/09/2022
AMERICAN FUNDS DISTRIBUTORS, INC. (SAN ANTONIO TX)
TX
03/26/2014 - 03/25/2019
SWBC INVESTMENT SERVICES, LLC (SAN ANTONIO TX)
TX
11/26/2004 - 04/08/2014
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
01/30/2001 - 12/09/2004
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
IA
Issued 02/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/11/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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