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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lilly? Claim Your ProfileLilly Ann Cuaron castro is a financial advisor currently registered with Morgan Stanley. Lilly Ann Cuaron castro has been in the industry since January 12, 2009 and has previously worked at BBVA SECURITIES INC. and BBVA COMPASS INVESTMENT SOLUTIONS, INC. Lilly Ann Cuaron castro is registered with the Securities and Exchange Commission as a Registered Representative in Texas. Lilly Ann Cuaron castro is also registered with the State of Texas as an Investment Advisor Representative.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
04/12/2017 - Present
Morgan Stanley (El Paso TX)
TX
05/16/2013 - 05/02/2016
BBVA SECURITIES INC. (EL PASO TX)
TX
06/30/2009 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (EL PASO TX)
TX
07/14/2008 - 07/01/2009
BBVA INVESTMENTS INC. (EL PASO TX)
IA
Issued 04/12/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/11/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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