Unclaimed
James Castellano is a registered representative with Horace Mann Investors, Inc. James has been in the securities industry since 1988. James has experience with variable contracts and insurance. James is licensed in Texas and has been registered with the state since August 2024. James is also a multiline insurance agent with Horace Mann Service Corp., offering property, casualty, health and life products. James also owns Castellano Insurance and Financial 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.
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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.
Percentage of assets under third party investment management
1
2
TX
09/19/2024 - Present
Horace Mann Investors, Inc. (Waco TX)
TX
12/16/2021 - 07/30/2024
STATE FARM VP MANAGEMENT CORP. (RICHARDSON TX)
TX
09/18/2012 - 10/02/2020
HORACE MANN INVESTORS, INC. (WACO TX)
PA
04/19/2011 - 09/05/2012
PFS INVESTMENTS INC. (QUAKERTOWN PA)
TX
09/03/2008 - 12/03/2009
PFS INVESTMENTS INC. (HOUSTON TX)
NA
03/31/1990 - 12/10/1990
PRUCO SECURITIES CORPORATION
NA
03/31/1990 - 12/10/1990
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
NA
06/22/1989 - 03/26/1990
SECURITIES MANAGEMENT & RESEARCH, INC.
NA
08/04/1988 - 05/15/1989
FSC SECURITIES CORPORATION
IA
Issued 02/09/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/04/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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