Unclaimed
Mateo manuel Castanon delgado is a registered representative with Finalis Securities LLC, a firm that has been operating in New York City since June 2024. Mateo manuel Castanon delgado is licensed in California and Colorado to offer securities services. Mateo manuel Castanon delgado is also licensed to sell securities offerings in the United States under the Series 82TO license, which allows for the sale of private securities offerings. Mateo manuel Castanon delgado passed the Series 63 and Series 65 exams in 2021 and 2024 respectively.
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
NY
06/21/2024 - Present
Finalis Securities LLC (New York NY)
BC
Issued 05/16/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/19/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2024
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 05/02/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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