Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Castanares is an investment professional with over 20 years of experience in the financial services industry. Robert currently works with LPL Financial LLC, a leading independent broker-dealer and registered investment advisor, and is registered as a Registered Representative and Investment Advisor Representative. Robert has a wide range of experience in the financial services industry, having worked previously with J.P. Morgan Securities LLC, Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, MANULIFE FINANCIAL SECURITIES LLC, and MANULIFE WOOD LOGAN, INC. Robert is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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2
IL
05/05/2023 - Present
LPL Financial LLC (OAK BROOK IL)
IL
10/01/2012 - 05/06/2023
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
07/22/2002 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MA
01/01/2002 - 05/10/2002
MANULIFE FINANCIAL SECURITIES LLC (BOSTON MA)
CT
07/25/2000 - 01/01/2002
MANULIFE WOOD LOGAN, INC. (STAMFORD CT)
IA
Issued 10/20/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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