Unclaimed
Marcelina Marie Castel de Oro is a financial advisor with Centaurus Financial, Inc. Marcelina has been in the industry since April 2024. Marcelina is registered in Arizona as a Registered Representative and Investment Advisor Representative and holds Series 66, Series 7TO, and SIE licenses. Marcelina also has experience with the U.S. Navy, Best Buy, and Sunnyside High School. Marcelina has a special interest in providing services for high net worth individuals and corporations. Centaurus Financial, Inc. is a firm that provides a variety of services to clients including financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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CA
06/04/2024 - Present
Centaurus Financial, Inc. (ANAHEIM CA)
BOTH
Issued 06/03/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/04/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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