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Sandra Castro

Park Avenue Securities LLC

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About Sandra Castro

Sandra Castro is a financial professional who is registered with Park Avenue Securities LLC. Sandra has been in the financial industry since 2021 and has expertise in securities. Her experience spans both New York Life Securities LLC and Park Avenue Securities LLC. Sandra holds licenses for Series 63, Series 6TO, and SIE. Sandra is also registered in the states of California and Nevada. Sandra's firm, Park Avenue Securities LLC, is a well-established firm that specializes in financial planning and portfolio management. They offer services to a wide range of clients, including individuals, businesses, and institutions. Sandra has experience in various financial products, including securities, investment company products, and variable contracts.

Firm Information

Sandra Castro is currently registered with Park Avenue Securities LLC. Park Avenue Securities LLC is a Limited Liability Company registered in the state of New York and has been operating since August 20, 1998. They provide financial planning and portfolio management services to individuals, high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and captive insurance clients. The firm has a nationwide reach with registered offices in 53 states and the District of Columbia.
Park Avenue Securities LLC

10 HUDSON YARDS

NEW YORK, NY 10001

$11.88B

Assets Under Management

38,141

Total Clients

2,244

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.

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financial planning services

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

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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percentage of assets

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

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Sandra Castro’s Registration & Firm History

CA

07/05/2024 - Present

Park Avenue Securities LLC (BEVERLY HILLS CA)

CA

02/03/2022 - 09/19/2023

NYLIFE SECURITIES LLC (GLENDALE CA)

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Licenses & Designations

BC

Issued 03/12/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/03/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/09/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Sandra Castro. Review regulatory record here.
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