Jose Castillo (CRD# 7683233) is an Investment Advisor Representative working at Prudential Financial Planning Services in Parkville, MO and has 1 year of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pruco Securities LLC | Overland Park,, KS | Jul 2023 - Current | < 1 |
| The Prudential Insurance Company Of America | Overland Park, KS | Jul 2023 - Current | < 1 |
| First Command Brokerage Services | Fort Worth, TX | Jan 2023 - Jul 2023 | < 1 |
| Unemployed | Carlsbad, CA | Oct 2022 - Dec 2022 | < 1 |
| Thermo Fisher Scientific | Carlsbad, CA | Jan 2022 - Sep 2022 | < 1 |
| United States Marine Corps | Camp Pendleton, CA | Jan 2002 - Dec 2021 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2023 |
- MO
-
Total Assets Under Management16,379MILLIONS
-
Total Number of Accounts113,575ACCOUNTS
-
Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV, WY
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