Unionbanc Investment Services, LLC
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About this Advisor
Nina Castellanes is a financial advisor operating in Rowland Heights, California, who has 12 years of work experience. Castellanes currently works for Unionbanc Investment Services, LLC. Their career trajectory has included roles at Unionbanc Investment Services and Northern Trust. Castellanes has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Unionbanc Investment Services, LLC is a registered investment firm headquartered in Rowland Heights, California. The firm has offices in 347 locations and a total of 581 advisors. It manages $1 billion in assets across its 4,665 accounts, placing it among the largest firms in the nation by assets under management. The firm advises 19 charitable organizations. Of its 4,665 customer accounts, just 12% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Unionbanc Investment Services, LLC performs a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees usually are based on which services the firm provides the client. Fees charged by Unionbanc Investment Services, LLC typically consist of asset-based fees.
Certifications and Registrations
Years of Experience
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Unionbanc Investment Services, LLC Brokerage Details
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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 13 years of experience.
Unionbanc Investment Services
Nina Castellanes has disclosures.
Please visit their SEC profile for more details.
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