Emanuel Castelan

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About Emanuel Castelan

Emanuel specializes in comprehensive wealth management, tax planning integration, and personalized financial strategies for individuals, families, and business owners in the Greater Memphis area. Through Pinnacle Wealth Group, he focuses on helping clients align their financial goals with long-term investment, protection, and retirement solutions.

See Disclosures

General Information

CRD#

6847479

Firm CRD#

14869

States Licensed in

FL,IA,MS,NY,TN,TX

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Risk Management, Wealth Management, Retirement Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Tax Advice and Services

Compliance

Registered Representative

Investment Advisor Representative

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 6, Series 7, Series 24, Series 63, Series 66

Insurance and Annuity Licenses

Variable Life, Variable Annuity, Annuity, Life

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Commissions, Based on Assets

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1893707/paladinregistry-Pinnacle-Wealth-Group-detailed-disclosure.html

Disclaimer

Representatives offer products and services using the following business names: Pinnacle Wealth Group | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC securities and investments | Ameritas Advisory Services (AAS) investment advisory services. AIC and AAS are not affiliated with Pinnacle Wealth Group or any other entity mentioned herein. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

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Paladin Research Report For:

Pinnacle Wealth Group