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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keliikai? Claim Your ProfileKeliikai Castillo is a financial advisor associated with Horter Investment Management, LLC. Keliikai has been in the financial services industry for over 15 years and holds the Series 6, 7, 63 and 66 securities registrations. Keliikai focuses on providing investment advice to individuals and families, and also offers educational seminars and financial planning services. Keliikai has previously worked for UnionBanc Investment Services, LLC and Banc of America Investment Services, Inc..
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.
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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WA
09/05/2024 - Present
Horter Investment Management, LLC (Seattle WA)
WA
05/05/2009 - 08/09/2023
UNIONBANC INVESTMENT SERVICES, LLC (SEATTLE WA)
CA
10/06/2006 - 03/26/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ROSEVILLE CA)
CA
11/09/2004 - 08/03/2006
WM FINANCIAL SERVICES, INC. (SACRAMENTO CA)
BOTH
Issued 10/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/08/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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