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Susano C

Series 63, Series 65

Laredo, TX

OSAIC

Susano Castillo Jr. is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Securities Corporation for 16 years. Castillo also operates an insurance agency offering health and traditional life insurance. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, and corporations through a large network of advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third‑party platforms to manage portfolios that include a range of investment options.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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