Unclaimed
Marnie Castillo is an investment professional with over 5 years of experience in the financial services industry. Currently, Marnie works at Blue Owl Securities where she has held the position of registered representative since May 2022. Previously, Marnie was with MORGAN STANLEY in a similar role for over four years. Marnie has a strong track record of success in the securities industry, and is committed to providing her clients with the highest level of service and expertise. She holds the Series 66, Series 7, and SIE licenses, and is registered with the Financial Industry Regulatory Authority (FINRA). Marnie is committed to helping her clients achieve their financial goals. She is a member of the Chicago community, and is dedicated to providing her clients with the personalized attention and expertise they deserve.
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.
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.
1
2
IL
05/03/2022 - Present
Blue OWL Securities (Chicago IL)
IL
07/03/2017 - 03/30/2022
MORGAN STANLEY (Chicago IL)
BOTH
Issued 08/05/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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