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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Lucila Castellano is a financial advisor who is currently registered with Cetera Investment Advisers LLC. Maria has been working in the financial industry since 1984 and has held several positions at various firms, including Liberty Securities Corporation and First Financial United Investments LTD., L.L.P. Maria has a wide range of experience in financial services, including securities, investments, and insurance. Maria is a registered representative and investment advisor representative and holds several securities licenses, including Series 4, 7, 24, 51, 53, and 63. Maria is currently registered in 14 states, including Texas, California, and Arizona. Maria provides financial planning, investment management, and other services to a variety of clients, including individuals, families, and businesses.
LEANDER, TX
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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2
TX
06/29/2023 - Present
Cetera Investment Advisers LLC (LEANDER TX)
NY
07/01/1997 - 04/13/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
TX
07/17/1998 - 02/08/1999
FIRST FINANCIAL UNITED INVESTMENTS LTD., L.L.P. (KINGWOOD TX)
OR
07/21/1989 - 06/03/1997
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NA
07/28/1986 - 03/01/1989
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
NA
02/27/1984 - 06/10/1986
ISFA CORPORATION
BC
Issued 3/13/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/26/2010
Series 4 - Registered Options Principal Examination
BC
Issued 2/13/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 5/21/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/27/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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