Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isela? Claim Your ProfileIsela C Castro is an active financial advisor who works with Charles Schwab & Co., Inc.. Isela C Castro has been in the financial industry for over 2 years. Isela C Castro is licensed to provide investment advice in 51 states and is registered with FINRA. Before joining Charles Schwab & Co., Inc., Isela C Castro was employed with TD AMERITRADE, INC. in Westlake, TX. Isela C Castro has passed the Series 7TO, Series 63 and SIE exams.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
04/21/2023 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
10/01/2020 - 04/21/2023
TD AMERITRADE, INC. (Westlake TX)
BC
Issued 10/09/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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