Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Wesley Castelin is a financial professional with over 18 years of experience in the industry. Mark has a broad range of experience in the financial services industry, with registrations in both Broker-Dealer and Investment Advisor roles. Mark is currently registered with U.S. Bancorp Investments, Inc. in New Mexico and Texas. Mark also has prior experience with Russell Financial Services, Inc., Russell Institutional Services Inc., and Russell Fund Distributors, Inc. Mark holds the Series 3, 7, 63, 65, 66, and 30 licenses, and has extensive experience in financial planning, portfolio management for individuals and businesses, and publication of periodicals.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
NM
08/27/2024 - Present
U.s. Bancorp Investments, Inc. (Santa Fe NM)
WA
01/01/2008 - 06/02/2010
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (TACOMA WA)
WA
06/25/2004 - 01/01/2008
RUSSELL INSTITUTIONAL SERVICES INC., PART OF RUSSELL INVESTMENTS (TACOMA WA)
WA
07/09/1998 - 08/13/2004
RUSSELL FUND DISTRIBUTORS, INC. (SEATTLE WA)
BOTH
Issued 01/31/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/24/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2013
Series 30 - NFA Branch Manager Examination
BC
Issued 12/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/17/2023
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2013
Series 3 - National Commodity Futures Examination
BC
Issued 03/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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