Unclaimed
Lilia Luna Castro is a registered representative with Equitable Advisors, LLC. Lilia is licensed in Texas, having passed the Securities Industry Essentials Examination (SIE) and the Investment Company Products/Variable Contracts Representative Examination (Series 6TO). Lilia has been active in the financial services industry since March 25, 2024 and specializes in various financial services.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
03/25/2024 - Present
Equitable Advisors, LLC (SAN ANTONIO TX)
BC
Issued 03/25/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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