Jairo Castañeda, Cfp® Email and Phone Number
Jairo Castañeda, Cfp® work email
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Jairo Castañeda, Cfp® personal email
About UsOur mission is to help our clients achieve economic success and financial security, and to put our clients’ interests first and foremost.We know our client’s goals are unique, and their investment decisions should be tailored to meet those individual goals.At Truist Investment Services, we take time to analyze a client’s current investment accounts and strategies, help determine and prioritize their investment goals, match the best investment solution available to meet those goals, implement investment decisions promptly and accurately, and, most importantly, review the investment plan on a regular basis.But our dedication to a client’s financial success doesn’t stop there.As a division of Truist Wealth, a wholly owned nonbank subsidiary of Truist Financial Corporation – one of the nation’s largest and most respected financial institutions – we’re able to support our clients with resources and knowledge that begin with a customized investment strategy, but extend much further.We believe in meeting all facets of a client’s financial needs by coordinating with Truist specialists in banking, strategic credit, risk management, trust and estate planning and more, giving our clients the benefit of a comprehensive, fully integrated financial strategy customized to their needs and goals.Wherever our clients are in their financial journey, we’ll help them move forward with confidence.
Truist Wealth
View- Website:
- truist.com/wealth
- Employees:
- 1736
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Vice President, Financial Advisor At Truist Investments, Inc.Truist WealthFalls Church, Va, Us -
Avp, Financial Advisor At Truist Investments, Inc.Truist Wealth Feb 2021 - PresentCharlotte, North Carolina, UsDue to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc., member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for Truist Investment Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures, please visit: https://www.truist.com/wealth/tis-disclosure -
Financial ConsultantBb&T Sep 2015 - Feb 2021Charlotte, Nc, Us -
Investment Sales AssociateBb&T Jul 2012 - Aug 2015Charlotte, Nc, Us -
Personal BankerWells Fargo Jan 2007 - Jan 2012San Francisco, California, Us -
Bank TellerWells Fargo Jan 2005 - Jan 2007San Francisco, California, Us
Jairo Castañeda, Cfp® Skills
Jairo Castañeda, Cfp® Education Details
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George Mason UniversityFinancial Planning -
Strayer UniversityGeneral
Frequently Asked Questions about Jairo Castañeda, Cfp®
What company does Jairo Castañeda, Cfp® work for?
Jairo Castañeda, Cfp® works for Truist Wealth
What is Jairo Castañeda, Cfp®'s role at the current company?
Jairo Castañeda, Cfp®'s current role is Vice President, Financial Advisor at Truist Investments, Inc..
What is Jairo Castañeda, Cfp®'s email address?
Jairo Castañeda, Cfp®'s email address is jc****@****bbt.com
What schools did Jairo Castañeda, Cfp® attend?
Jairo Castañeda, Cfp® attended George Mason University, Strayer University.
What skills is Jairo Castañeda, Cfp® known for?
Jairo Castañeda, Cfp® has skills like Sales, Customer Service, Financial Services, Problem Solving, Teamwork, Series 6, Series 7, Series 63, Series 65, Life And Health Insurance Licenses, Investments, Financial Planning.
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