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Jesse Roberts-castaneda

Nylife Securities LLC

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About Jesse Roberts-castaneda

Jesse Roberts-castaneda is a financial advisor with Nylife Securities LLC. Jesse is registered with the state of Nevada and Virginia and is currently employed with Nylife Securities LLC. Jesse has passed the Series 7TO, Series 63 and SIE exams.

Firm Information

Jesse Roberts-castaneda is currently registered with Nylife Securities LLC. Nylife Securities LLC is a Limited Liability Company formed in 2007, registered in 51 states and the SEC. The firm has been involved in 13 regulatory events and 7 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

4,464

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jesse Roberts-castaneda’s Registration & Firm History

VA

10/11/2023 - Present

Nylife Securities LLC (VIENNA VA)

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Licenses & Designations

BC

Issued 10/23/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/11/2023

Series 7TO - General Securities Representative Examination

BC

Issued 07/07/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jesse Roberts-castaneda. Review regulatory record here.
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