Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lynda? Claim Your ProfileLynda Ann Castellano is a financial advisor with over 20 years of experience in the financial services industry. Currently, Lynda is an investment advisor representative at Cerity Partners LLC. Lynda has a broad range of experience in various financial services roles, including working with Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC. Lynda specializes in providing financial planning, portfolio management, and tax services for individuals, businesses, and institutional clients. Lynda is registered to provide investment advice in the state of New York.
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.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
07/19/2021 - Present
Cerity Partners LLC (NEW YORK NY)
NY
08/19/2008 - 10/08/2008
NEUBERGER BERMAN, LLC (NEW YORK NY)
NY
05/15/2006 - 08/19/2008
NEUBERGER BERMAN MANAGEMENT INC. (NEW YORK NY)
RI
11/22/2004 - 05/12/2006
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
TX
05/19/2000 - 12/31/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 07/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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