Invested Better
Unclaimed

Unclaimed

Unclaimed

Maria Gabriela Castillo carrero

Insight Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Maria? Claim Your Profile

About Maria Gabriela Castillo carrero

Maria Gabriela Castillo carrero is a registered representative with Insight Securities, Inc., a firm with a long history of providing financial guidance to individuals and corporations. Maria has a strong understanding of the investment landscape and is committed to helping clients reach their financial goals. She holds the Series 7TO and SIE licenses, demonstrating her knowledge of the industry. Maria's experience and dedication to understanding individual client needs makes her a valuable resource for those seeking expert investment advice.

Firm Information

Maria Castillo carrero is currently registered with Insight Securities, Inc.. Insight Securities, Inc. is an Illinois-based corporation formed in November 1970 that provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm has over 10 years of experience and manages over $147 million in regulatory assets under management. They are registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.
Insight Securities, Inc.

600 CENTRAL AVE.

HIGHLAND PARK, IL 60035

$147.73M

Assets Under Management

Not reported

Total Clients

47

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Maria Castillo carrero’s Registration & Firm History

TX

12/09/2022 - Present

Insight Securities, Inc. (El Paso TX)

Not sure if Maria Gabriela Castillo carrero is right for you?

Licenses & Designations

BC

Issued 06/17/2022

Series 7TO - General Securities Representative Examination

BC

Issued 11/06/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Maria Gabriela Castillo carrero.
Not sure if Maria Gabriela Castillo carrero is right for you?