Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael James Castaneda is a financial advisor with The Leaders Group, Inc., located in Boca Raton, Florida. Michael joined The Leaders Group, Inc., in 2021, and previously worked at Kestra Investment Services, LLC, Investcorp, Inc., NFP Advisor Services, LLC, and NFP Securities, Inc.. Michael has been a registered advisor since 1996. Michael has licenses in Florida and Texas and is a Series 63, SIE, and Series 7 registered representative.
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
FL
04/01/2021 - Present
THE Leaders Group, Inc. (Boca Raton FL)
FL
12/18/2017 - 03/26/2021
KESTRA INVESTMENT SERVICES, LLC (Boca Raton FL)
AZ
01/13/2016 - 05/22/2017
INVESTACORP, INC. (PHOENIX AZ)
TX
04/28/2010 - 03/25/2015
NFP ADVISOR SERVICES, LLC (AUSTIN TX)
TX
12/07/2005 - 06/05/2009
NFP SECURITIES, INC. (AUSTIN TX)
TX
06/23/1999 - 08/11/2000
NFP SECURITIES, INC. (AUSTIN TX)
NY
12/12/1996 - 08/25/1997
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 11/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Castaneda is the right advisor for you? Invested Better is here to help.
