Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Michael Castaneda is a financial professional registered with Charles Schwab & Co., Inc.. John has been in the financial services industry since August 13, 2017. John is licensed to offer securities products and services in the state of Texas. John holds the Series 7, 9, 10, and 63 licenses.
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
08/14/2017 - Present
Charles Schwab & CO., Inc. (El Paso TX)
BC
Issued 11/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/21/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure John Castaneda is the right advisor for you? Invested Better is here to help.
