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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Krystal? Claim Your ProfileKrystal Leigh Castillo is a financial advisor with Commonwealth Financial Network in Saint Petersburg, Florida. Krystal has been in the financial services industry since 2011 and holds Series 6, 7, 26 and 63 licenses, as well as the SIE designation. Krystal has experience working with individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Krystal specializes in providing financial planning, portfolio management, and pension consulting services. Before joining Commonwealth Financial Network, Krystal worked at RAYMOND JAMES FINANCIAL SERVICES, INC., RAYMOND JAMES & ASSOCIATES, INC., and PFS INVESTMENTS 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.
Guidance on pension options to ensure a secure financial future.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
09/27/2023 - Present
Commonwealth Financial Network (Saint Petersburg FL)
FL
04/19/2018 - 09/26/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
04/05/2017 - 04/25/2018
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
TX
08/25/2011 - 04/22/2015
PFS INVESTMENTS INC. (DALLAS TX)
BC
Issued 09/02/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/24/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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