Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert John Castello is a financial professional with over 10 years of experience in the industry. Robert is currently registered with Evercore Group LLC in Warren, New Jersey. Prior to joining Evercore Group LLC, Robert was employed with INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC in New York, New York. Robert has a wide range of experience in the securities industry and holds several licenses including Series 7, Series 24, Series 28, Series 99TO and SIE.
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.
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.
1
2
NJ
06/24/2015 - Present
Evercore Group LLC (Warren NJ)
NY
10/31/2014 - 12/31/2015
INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (NEW YORK NY)
NY
02/03/2012 - 11/18/2014
EVERCORE GROUP L.L.C. (New York NY)
BC
Issued 02/24/2023
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 03/22/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe EDGA Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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