Unclaimed
Maria Lucila Castellano is a financial advisor who has been active in the financial industry since September 28, 1984. Maria currently works for Cetera Investment Advisers LLC and is registered in Texas as a Registered Representative (RR). Maria has previously worked for several other firms including Liberty Securities Corporation, First Financial United Investments Ltd., L.L.P., Marketing One Securities, Inc., Private Ledger Financial Services, Incorporated, and ISFA Corporation. Maria holds several licenses including Series 63, Series 4, Series 53, Series 51, Series 24, SIE, and Series 7. Maria also holds a designation from Cetera Investment Advisers LLC. Maria is a partner in Relampago Ranch, a cattle and hunting interest business. Maria is also an affiliated person with Financial Network - Landmark Region, a financial services business. Maria also has a business relationship with Castellano & Tijerina Family L.P. and is the owner of a lien holder business.
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.
1
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 03/13/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2010
Series 4 - Registered Options Principal Examination
BC
Issued 02/13/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/21/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/27/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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