Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samanta? Claim Your ProfileSamanta Castro is a financial professional registered with Tiaa-Cref Individual & Institutional Services, LLC. Samanta Castro has been in the financial services industry since July 24, 2024. Samanta Castro holds the Series 63, Series 6TO, and SIE licenses. Samanta Castro's specializations include Investments, Financial Planning and Retirement Planning. Samantha Castro is located in Charlotte, North Carolina and can assist clients in a variety of states.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
07/25/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
BC
Issued 08/13/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/16/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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