Alessandra Dene Castillo
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
Contact this advisor
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Mutual of Omaha Investor Services, Inc.Mar 2025 to now
- Mutual of Omaha Insurance CompanyFeb 2025 to now
- Globe LifeNov 2024 to Jan 2025
- Parker and SonsMay 2023 to Nov 2024
- MirabellaFeb 2023 to May 2023
- UnemployedJul 2022 to Jan 2023
- CarvanaSep 2021 to Jul 2022
- UnemployedMar 2021 to Aug 2021
- StarbucksAug 2018 to Feb 2021
- Westin KierlandFeb 2018 to Aug 2018
- Oakland Marriott City Center and ConventionNov 2016 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Mutual of Omaha Investor Services, Inc.
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 8057712
- 611