Unionbanc Investment Services, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Nina Castellanes is an investment advisor who lives in Rowland Heights, California. Currently a registered financial advisor at Unionbanc Investment Services, LLC, they have accumulated 11 years of work experience. Castellanes maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Castellanes can work with clients based out of California. Throughout their career, Castellanes has worked at Unionbanc Investment Services and Northern Trust. Unionbanc Investment Services, LLC is located in Rowland Heights, California, and has 347 additional offices across the United States. As a registered investment firm, Unionbanc Investment Services, LLC manages $1 billion in assets throughout 4,151 accounts and retains more than 634 people. The firm's total assets under management makes it one of the bigger investment advisory firms in the country. The firm manages 3,785 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 9% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Unionbanc Investment Services, LLC provides portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Unionbanc Investment Services, LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Nina Castellanes Work History
Nina has 11 years of experience.
Unionbanc Investment Services
Nina Castellanes has disclosures.
Please visit their SEC profile for more details.