Unclaimed
Javier Castro is a financial advisor who has been in the industry since 2013. He currently works at J.P. Morgan Securities LLC, where he has been since 2014. Javier holds several licenses including Series 6, Series 7, and Series 63. Javier has also worked at other financial institutions in the past, including Milestone Group Management LLC and Salomon Grey Financial Corporation. Javier is registered in multiple states to provide financial advice to clients.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
10/14/2014 - Present
J.p. Morgan Securities LLC (WOODBURY NY)
NY
03/28/2001 - 06/26/2001
MILESTONE GROUP MANAGEMENT LLC (LAKE SUCCESS NY)
TX
08/31/2000 - 03/16/2001
SALOMON GREY FINANCIAL CORPORATION (DALLAS TX)
BC
Issued 10/29/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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