Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Emerson Castellano is a financial professional with over 8 years of experience in the industry. Michael is currently a registered representative with Wells Fargo Clearing Services, LLC. Michael's previous experience includes working with The Huntington Investment Company, PNC Investments and J.P. Morgan Securities LLC. Michael is licensed in the state of Florida. Michael's professional qualifications include passing the Series 6, 7, 63, and 65 exams. Michael offers investment advisory services to individuals, businesses, charitable organizations, pension and profit-sharing plans and insurance companies. Michael also provides financial planning services.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
10/31/2022 - Present
Wells Fargo Clearing Services, LLC (JACKSONVILLE FL)
FL
04/27/2021 - 10/23/2021
J.P. MORGAN SECURITIES LLC (Jacksonville FL)
OH
06/06/2017 - 03/04/2020
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
OH
08/16/2016 - 04/28/2017
PNC INVESTMENTS (HILLIARD OH)
OH
05/07/2015 - 07/27/2016
THE HUNTINGTON INVESTMENT COMPANY (GROVE CITY OH)
BC
Issued 10/11/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/13/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/07/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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