Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susano? Claim Your ProfileSusano Castillo is an investment advisor representative with over 20 years of experience in the financial services industry. Susano has worked with Osaic Wealth, Inc. since 2025, where he is registered as a Registered Representative and Investment Advisor Representative. Susano's prior experience includes positions at Woodbury Financial Services, Inc., Washington Square Securities, Inc., Fortis Investors, Inc., and MONY Securities Corp. He is a licensed agent for health and traditional life insurance, and he provides a range of financial services to his clients, including financial planning, portfolio management for businesses and individuals, and pension consulting. Susano holds the Series 6, Series 63, and Series 65 securities licenses, as well as the SIE. He is dedicated to helping his clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
01/24/2025 - Present
Osaic Wealth, Inc. (LAREDO TX)
TX
01/22/2001 - 12/31/2008
WOODBURY FINANCIAL SERVICES, INC. (LAREDO TX)
CT
12/24/1996 - 01/19/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MN
06/05/2000 - 06/12/2000
FORTIS INVESTORS, INC. (OAKDALE MN)
NY
11/04/1994 - 10/17/1996
MONY SECURITIES CORP. (NEW YORK NY)
IA
Issued 05/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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