Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Castilow is a financial advisor registered with LPL Financial LLC. Scott has been in the financial services industry for over 9 years and has a strong background in providing investment advice to individuals, businesses, and retirement plans. Scott holds the Series 7, Series 63, and Series 66 licenses, as well as the SIE exam. Scott's previous employers include CETERA ADVISOR NETWORKS LLC and WELLS FARGO CLEARING SERVICES, LLC.
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
OH
04/28/2023 - Present
LPL Financial LLC (BRIDGEPORT OH)
OH
10/27/2020 - 05/03/2023
CETERA ADVISOR NETWORKS LLC (BRIDGEPORT OH)
WV
02/28/2018 - 11/06/2020
WELLS FARGO CLEARING SERVICES, LLC (WHEELING WV)
BOTH
Issued 04/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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