Roland Castro (CRD# 7591588) is an Investment Advisor Representative working at Gfg Solutions in Orlando, FL and has 1 year of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gfg Solutions | Orlando, FL | Jan 2024 - Current | < 1 |
| Guardian Life Insurance Company | Orlando, FL | Aug 2023 - Jan 2024 | < 1 |
| Park Avenue Securities | Orlando, FL | Aug 2023 - Jan 2024 | < 1 |
| Park Avenue Securities LLC | Lake Mary, FL | Nov 2022 - Aug 2023 | < 1 |
| Guardian Life Insurance Company | Lake Mary, FL | Aug 2022 - Aug 2023 | 1 |
| Westshore Financial Group | Lake Mary, FL | Jul 2022 - Aug 2022 | < 1 |
| Unemployed | Orlando, FL | Apr 2022 - Jul 2022 | < 1 |
| Home 1st Lending | Orlando, FL | Jul 2021 - Apr 2022 | < 1 |
| Freedom Mortgage | Orlando, FL | Sep 2018 - Jul 2021 | 2 |
| Sutherlin Nissan Orlando | Orlando, FL | Feb 2012 - Sep 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
- FL
-
Total Assets Under Management151MILLIONS
-
Total Number of Accounts429ACCOUNTS
-
Average Account Value$352,319
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
FL, PA
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