Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marybeth? Claim Your ProfileMarybeth Castay is a financial professional with over 22 years of experience in the industry. Marybeth is currently registered with Cetera Investment Advisers LLC and has been with the firm since August 2022. Prior to Cetera Investment Advisers LLC, Marybeth was registered with Hancock Whitney Investment Services Inc., FBT INVESTMENTS, INC., Primevest Financial Services, Inc. and Whitney Securities, L.L.C. Marybeth holds the Series 63, Series 7 and Series 52 licenses. Marybeth provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals and is a registered investment advisor in Louisiana and Texas.
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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LA
08/19/2022 - Present
Cetera Investment Advisers LLC (COVINGTON LA)
LA
02/10/2012 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (DENHAM SPRINGS LA)
LA
12/17/2012 - 01/23/2013
FBT INVESTMENTS, INC. (NEW ORLEANS LA)
LA
02/26/2008 - 02/13/2012
PRIMEVEST FINANCIAL SERVICES, INC. (MANDEVILLE LA)
LA
02/23/2000 - 02/26/2008
WHITNEY SECURITIES, L.L.C. (NEW ORLEANS LA)
BC
Issued 06/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/08/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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