Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vanessa? Claim Your ProfileVanessa Suzanne Castillo is a registered representative with B.b. Graham & Company, Inc. She is located in Oklahoma City, OK. Vanessa has been in the securities industry since 2013 and has passed the Securities Industry Essentials Examination and the Operations Professional Examination. Vanessa previously worked at LEONARD SECURITIES, INC.
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.
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.
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
OK
01/29/2015 - Present
B.b. Graham & Company, Inc. (Oklahoma City OK)
OK
08/02/2013 - 12/22/2014
LEONARD SECURITIES, INC (OKLAHOMA CITY OK)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2013
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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