Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jairo? Claim Your ProfileJairo Edwin Castaneda is a financial advisor at Truist Advisory Services, Inc. Jairo has been working in the financial industry since March 4, 2012. Jairo is a Certified Financial Planner and holds Series 6, 7, 63 and 65 licenses. Jairo has been registered with Truist Advisory Services, Inc. since February 17, 2021. Prior to joining Truist Advisory Services, Inc. Jairo worked for BB&T SECURITIES, LLC and BB&T INVESTMENT SERVICES, INC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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
VA
02/17/2021 - Present
Truist Advisory Services, Inc. (FALLS CHURCH VA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
07/17/2012 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (RESTON VA)
VA
03/05/2012 - 07/24/2012
WELLS FARGO ADVISORS, LLC (HERNDON VA)
IA
Issued 09/04/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/02/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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