Carol Castillo

Current Employers

Employment History

• 10/2010 → 11/2017
  Itau Bank
  Santiago
• 03/2018 → 11/2019
  Afp Provida
  Santiago
• 01/2021 → 12/2021
  The Mfa Companies Llc
  Tewksbury, MA
• 12/2021 → 10/2024
  Marjon Management Advisors Llc
  Boston, MA
• 01/2020 → 12/2020
  Homemaking
  Boston, MA
• 12/2017 → 02/2018
  Unemployed
  Santiago
• 11/2024 → 03/2025
  Unemployed
  Bethesda, MD
• 03/2025 → 09/2025
  Valic Financial Advisors, Inc.
  Linthicum Heights, MD
• 05/2025 → 09/2025
  Agia
  Houston, TX
• 09/2025 → Present
  Kestra Investment Services, Llc
  Bethesda, MD
• 09/2025 → Present
  Kestra Advisory Services, Llc
  Bethesda, MD

Previous Registrations

• 2025-06-23 → 2025-09-02
  Valic Financial Advisors, Inc.
  Linthicum Heights, MD

Other Businesses

Name: CURO PRIVATE WEALTH POSITION: Registered Representative NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 119 START DATE: 09/08/2025 ADDRESS: 6116 Executive Blvd., Ste. 410, Rockville MD 20852, United States DESCRIPTION: Responsible for managing existing client relationships and addressing investment and financial planning questions. Supports Lead Advisors in drafting and updating financial plans, analyzing asset allocation and rebalancing investment portfolios and preparing custom client reports. Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/08/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR

Exams

• S66 Uniform Combined State Law Examination
  2025-06-21

Other Names

• Carol Lorena Castillo
• Carol Castillo