Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Castillo is a registered representative with Fidelity Personal And Workplace Advisors. Joseph has been in the industry for over 9 years and has been a registered representative with Fidelity Brokerage Services LLC, Wells Fargo Clearing Services, LLC, and Newport Coast Securities, Inc. Joseph is a Series 7, Series 63, and Series 66 licensed professional. Joseph Castillo is registered with the State of Florida and Texas. Joseph Castillo specializes in Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
FL
11/11/2021 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
04/11/2016 - 08/10/2021
WELLS FARGO CLEARING SERVICES, LLC (AVENTURA FL)
FL
01/08/2013 - 11/03/2015
FIDELITY BROKERAGE SERVICES LLC (VERO BEACH FL)
FL
06/04/2012 - 08/01/2012
NEWPORT COAST SECURITIES, INC. (WEST PALM BEACH FL)
BOTH
Issued 11/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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