Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Castner is a financial advisor with over 30 years of experience in the financial services industry. Michael has a strong background in retirement planning, investment management, and insurance. Michael is currently registered as a Registered Investment Advisor and is associated with Onedigital Investment Advisors. Prior to joining Onedigital Investment Advisors, Michael held positions at various financial institutions, including Triad Advisors, LPL Financial, and NRP Financial. Michael is a dedicated professional who is committed to providing his clients with personalized financial advice and guidance. Michael has a proven track record of success in helping individuals and families achieve their financial goals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
12/03/2018 - Present
Onedigital Investment Advisors (Irvine CA)
CA
01/02/2019 - 08/23/2024
TRIAD ADVISORS LLC (Irvine CA)
CA
11/30/2010 - 12/31/2018
LPL FINANCIAL LLC (IRVINE CA)
CA
12/17/2007 - 11/30/2010
NRP FINANCIAL, INC. (IRVINE CA)
CA
11/15/2005 - 12/20/2007
CANTELLA & CO., INC. (COSTA MESA CA)
MO
07/01/2003 - 11/16/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
11/22/1999 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
01/28/1995 - 12/08/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
10/19/1992 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NY
02/13/1989 - 10/07/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
01/23/1986 - 02/24/1989
DEAN WITTER REYNOLDS INC.
IA
Issued 03/08/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1986
Series 3 - National Commodity Futures Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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