Invested Better
Unclaimed

Unclaimed

Unclaimed

Ronald Castor

Cetera Investment Advisers LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ronald? Claim Your Profile

About Ronald Castor

Ronald Castor is a Certified Public Accountant with over 23 years of experience in the financial services industry. Ronald currently works as an Investment Advisor Representative with Cetera Investment Advisers LLC. Ronald has been registered with the state of Kansas since 2004 and holds Series 66, Series 7 and SIE licenses. Ronald’s previous experience includes roles at VESTAX SECURITIES CORPORATION, CUDNEY ECORD MCENROE & MOLLANE, CPA, PROSPERITY NETWORK, INC., and CETERA ADVISORS LLC. Ronald specializes in providing financial planning services for individuals, businesses, and charitable organizations. Ronald is also a Board Member and Treasurer for SLEEPYHEAD BEDS. Ronald's office is located in Overland Park, KS.

Firm Information

Ronald Castor is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

7301 W 129TH STREET

OVERLAND PARK, KS 66213

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ronald Castor’s Registration & Firm History

KS

03/21/2024 - Present

Cetera Investment Advisers LLC (OVERLAND PARK KS)

OH

11/17/2000 - 01/01/2004

VESTAX SECURITIES CORPORATION (HUDSON OH)

Not sure if Ronald Castor is right for you?

Licenses & Designations

BOTH

Issued 12/5/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ronald Castor.
Not sure if Ronald Castor is right for you?