Magda CastroCRD Number: 6289000
Current Firm: Citigroup Global Markets Inc.
Magda Castro (CRD# 6289000) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Miami, FL and has over 7 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Kingsview Wealth Management, LLC
Efg Asset Management (americas) Corp.
|Citigroup||Miami, FL||Aug 2021 - Current||< 1|
|Hsbc Bank Usa National Association||Miami, FL||May 2017 - Jul 2021||4|
|Hsbc Securities (usa) Inc.||Miami, FL||May 2017 - Jul 2021||4|
|Hsbc Bank Usa, N.a.||Miami Beach, FL||Jan 2014 - May 2017||3|
|Hsbc Securities (usa) Inc.||Miami Beach, FL||Jan 2014 - May 2017||3|
|Bank Of America||Miami, FL||Apr 2004 - Oct 2013||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2014|
|S66||NASAA Uniform Combined State Law Examination||Mar 2017|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management38,272MILLIONS
Total Number of Accounts51,112ACCOUNTS
Average Account Value$748,782
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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