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SUSANO CASTILLO JR
SONNY CASTILLO, SUSANO JR CASTILLO
CRD#: 2444606
IA
B
OSAIC WEALTH, INC.CRD#: 23131 5219 MCPHERSON ROAD
SUITE 401
LAREDO, TX 78041
SUITE 401
LAREDO, TX 78041
0
Disclosures
30
Years of Experience
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State Registrations
B
Texas 1/24/2025
IA
Texas 1/24/2025
SRO Registrations
B
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IA
Registered with this firm since 1/24/2025
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Registered with this firm since 1/24/2025
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 09/09/2010 - 01/24/2025 | LAREDO, TX | |
B | 02/12/2009 - 01/24/2025 | LAREDO, TX | |
IA | 01/22/2001 - 12/31/2008 | LAREDO, TX | |
B | 01/22/2001 - 12/31/2008 | LAREDO, TX | |
B | 12/24/1996 - 01/19/2001 | WINDSOR, CT | |
B | 06/05/2000 - 06/12/2000 | OAKDALE, MN | |
B | 11/04/1994 - 10/17/1996 | NEW YORK, NY |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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