Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Jose Castro is a financial advisor with BDT & MSD Partners, LLC. Juan Jose Castro is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC) and holds Series 7, Series 79, and Series 63 licenses. He has been in the securities industry since 2012. Before joining BDT & MSD Partners, LLC, Juan Jose Castro was an Investment Banker at J.P. Morgan Securities LLC.
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.
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.
1
2
FL
08/21/2014 - Present
BDT & MSD Partners, LLC (Palm Beach FL)
NY
08/21/2012 - 07/28/2014
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BC
Issued 03/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/20/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Juan Castro is the right advisor for you? Invested Better is here to help.
