Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Kastelic is a financial advisor with over 30 years of experience in the industry. He is registered with Avantax Investment Services, Inc. and holds a Series 6, Series 52, Series 63 and SIE license. Bruce has been active in the industry since 1991, providing financial advice and services to clients in Oklahoma, California and Colorado. He is also a registered representative with Avantax Investment Services, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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OK
01/15/1991 - Present
Avantax Investment Services, Inc. (Tulsa OK)
BC
Issued 02/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2002
Series 52 - Municipal Securities Representative Examination
BC
Issued 12/18/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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