Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phoebe? Claim Your ProfilePhoebe Delcastillo is an investment advisor representative with Edward Jones, a company that manages assets between $10 billion and $50 billion. Phoebe Delcastillo has been in the financial services industry since 2001. She has a Series 7, Series 63, Series 65 and Series 24 licenses. Phoebe Delcastillo is registered with the state of Missouri. Phoebe Delcastillo's previous employers include E*TRADE Securities LLC, E*TRADE Capital Management LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
See schedule d - miscellaneous
1
2
MO
01/11/2019 - Present
Edward Jones (ST. LOUIS MO)
NJ
01/24/2013 - 12/07/2018
E*TRADE SECURITIES LLC (Jersey City NJ)
NY
12/06/2004 - 01/30/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/17/2001 - 07/25/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 10/15/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/15/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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