Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monique? Claim Your ProfileMonique Castillo is a financial advisor with Concourse Financial Group Securities, Inc. Monique is a registered representative and has been working in the financial industry since 2008. Monique is also a licensed insurance agent and offers financial services including insurance sales in life, health, long-term care insurance, fixed and indexed annuity products. Monique has a strong track record of success in helping individuals and families reach their financial goals. Monique is dedicated to providing her clients with personalized financial advice and guidance.
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.
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.
1
2
PA
06/20/2017 - Present
Concourse Financial Group Securities, Inc. (Philadelphia PA)
PA
01/30/2012 - 06/16/2017
OPPENHEIMER & CO. INC. (JENKINTOWN PA)
NJ
02/01/2010 - 02/09/2012
QUESTAR CAPITAL CORPORATION (CHERRY HILL NJ)
PA
04/28/2008 - 10/06/2009
UBS FINANCIAL SERVICES INC. (PHILADELPHIA PA)
BOTH
Issued 05/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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