Martha
Lobo Castro
Planmember Securities Corporation
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About this Advisor
Martha Lobo Castro is a financial advisor based in Oviedo, Florida, working with Planmember Securities Corporation. Martha has previously held positions at New York Life Insurance Co, Markets Vision, Homemaker, Grupo Zeta LLC, Nylife Securities LLC, The Prudential Insurance Company Of America, Pruco Securities, LLC, Planmember Securities Corporation, Dp Management, Retirement Planning Associates (Rpa), Bencor, Cypress Bay Ptsa, and Usrp. Martha has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida. Currently, Martha is part of Planmember Securities Corporation, which operates out of Oviedo, Florida. The firm has 350 offices and 427 employees. The firm manages assets totaling $8.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Planmember Securities Corporation includes asset-based, hourly, fixed, and commission-based fees.
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Planmember Securities Corporation Brokerage Details
$8,275,617,707
427
69,347
$119,336
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Martha Lobo Castro Work History
Planmember Securities Corporation
Dp Management
Retirement Planning Associates (Rpa)
Bencor
Cypress Bay Ptsa
Usrp
Grupo Zeta LLC
The Prudential Insurance Company Of America
Pruco Securities, LLC
New York Life Insurance Co
Nylife Securities LLC
Grupo Zeta LLC
Homemaker
Markets Vision
Disclosures
Please visit the SEC profile of Martha Lobo Castro to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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