Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miguel? Claim Your ProfileMiguel Castaneda is a financial professional with over 10 years of experience in the financial services industry. Miguel is currently registered with TLG Advisors, Inc. and has been working with them since January 2022. Prior to that, Miguel worked for Concourse Financial Group Securities, Inc. and TIAA-CREF Individual & Institutional Services, LLC. Miguel has a strong background in financial planning, investment management, and retirement planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Placement of institutional funds
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.
1
2
PA
01/06/2022 - Present
TLG Advisors, Inc. (Elkins Park PA)
PA
12/23/2020 - 12/31/2021
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (Elkins Park PA)
PA
02/27/2015 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PHILADELPHIA PA)
PA
12/13/2012 - 02/10/2015
PNC INVESTMENTS (PHILADELPHIA PA)
NJ
06/13/2011 - 01/02/2013
MORGAN STANLEY (VOORHEES NJ)
BOTH
Issued 07/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 06/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Miguel Castaneda is the right advisor for you? Invested Better is here to help.
