Unclaimed
Nelson Camargo Castro is a financial advisor with MML Investors Services, LLC, and has been in the industry since October 28, 1995. Nelson holds licenses in 27 states and is a Registered Representative, holding Series 6, 7, 24, and 63 licenses, as well as the SIE exam. Nelson previously worked for MSI Financial Services, Inc., New England Securities, MetLife Securities Inc., Dempsey Financial Network, Inc., and New England Securities. Nelson offers a range of services including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals and businesses. Nelson also offers asset allocation programs.
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.
Asset allocation programs
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.
Solicitors fees
1
2
FL
07/23/2024 - Present
MML Investors Services, LLC (TAMPA FL)
FL
06/18/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (TAMPA FL)
FL
12/07/1999 - 01/02/2015
NEW ENGLAND SECURITIES (TAMPA FL)
FL
07/01/2013 - 04/30/2014
METLIFE SECURITIES INC. (TAMPA FL)
GA
02/12/1998 - 11/24/1999
DEMPSEY FINANCIAL NETWORK, INC. (ATLANTA GA)
NY
10/17/1995 - 02/23/1998
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 10/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/16/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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