Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaitlyn? Claim Your ProfileKaitlyn Mcdaniel Castillo is a registered representative with Woodmen Financial Services, Inc. in Omaha, NE. Kaitlyn has been working in the financial services industry since June 13, 2023. She holds a Series 63, Series 6TO, and SIE licenses. Kaitlyn is currently registered with Georgia.
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.
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NE
06/14/2023 - Present
Woodmen Financial Services, Inc. (OMAHA NE)
BC
Issued 06/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/26/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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