Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Andrey Castro is an Investment Advisor Representative with PFS Investments Inc., located in Duluth, Georgia. William has been in the financial industry since 2019 and has a Series 63 and Series 65 license. William is also a Series 26 Principal and holds a Series 6TO and SIE license. William offers portfolio management for individuals and works with a wide range of clients including high-net-worth individuals, corporations, and charitable organizations.
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.
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.
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GA
08/28/2020 - Present
PFS Investments Inc. (DULUTH GA)
IA
Issued 08/10/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/08/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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