Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Castiello is a registered investment advisor representative in Connecticut. Michael currently works for Principle Wealth, and previously worked for Essex Financial Services, Inc.. Michael has been in the securities industry since 2014. Michael holds the Series 7, Series 66, and SIE exams and is registered to provide investment advice to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
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.
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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CT
10/31/2017 - Present
Principle Wealth (MADISON CT)
CT
09/03/2014 - 01/02/2018
ESSEX FINANCIAL SERVICES, INC. (MADISON CT)
BOTH
Issued 10/22/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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