Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Castillo is a financial advisor at Key Investment Services LLC, where Michael has been registered since 2022. Michael has been in the industry since 1989, Michael has experience at U.S. BANCORP INVESTMENTS, INC., FIDELITY BROKERAGE SERVICES LLC, NORTHERN TRUST SECURITIES, INC., BANC OF AMERICA INVESTMENT SERVICES, INC., GNA SECURITIES, INC., and DEAN WITTER REYNOLDS INC.. Michael holds the Series 7, Series 8, Series 24, Series 52, Series 53, Series 63, and Series 66 licenses. Michael specializes in providing portfolio management services for individuals and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
OH
07/21/2022 - Present
KEY Investment Services LLC (BROOKLYN OH)
MN
10/04/2016 - 06/28/2022
U.S. BANCORP INVESTMENTS, INC. (HOPKINS MN)
CO
07/01/2010 - 10/12/2016
FIDELITY BROKERAGE SERVICES LLC (DENVER CO)
TX
12/17/2007 - 05/10/2010
NORTHERN TRUST SECURITIES, INC. (DALLAS TX)
TX
05/17/2005 - 12/07/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (DALLAS TX)
RI
06/02/1992 - 08/27/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
VA
11/29/1990 - 06/02/1992
GNA SECURITIES, INC. (GLEN ALLEN VA)
NY
03/21/1989 - 11/14/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 05/24/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/01/2017
Series 24 - General Securities Principal Examination
BC
Issued 11/22/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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