Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miguel? Claim Your ProfileMiguel Castro is a financial advisor registered in 12 states. Miguel is associated with Raymond James Financial Services Advisors, Inc. and has been in the industry for 21 years. Miguel has passed the Series 7, Series 63, Series 66 and SIE exams. He is currently registered with the state of Texas, and holds active Broker/Dealer registrations with FINRA and the SEC, and Investment Advisor registrations with the SEC. Miguel's experience includes financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals. Miguel also owns and operates Oak Crest Advisors, a support company in the financial industry.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TX
02/16/2023 - Present
Raymond James Financial Services Advisors, Inc. (Montgomery TX)
TX
04/02/2002 - 03/02/2023
EDWARD JONES (MONTGOMERY TX)
BOTH
Issued 02/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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