Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cameron? Claim Your ProfileCameron Paul Kasteler is a financial professional with over 20 years of experience in the industry. Cameron has a strong background in securities and investments, and is currently registered with Osaic Wealth, Inc. in Farmington, UT. Cameron has held previous positions at TRIAD ADVISORS LLC, KESTRA INVESTMENT SERVICES, LLC, WELLS FARGO ADVISORS, LLC, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Cameron specializes in providing financial planning, portfolio management and selection of other advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
UT
08/23/2024 - Present
Osaic Wealth, Inc. (Farmington UT)
UT
04/07/2022 - 08/23/2024
TRIAD ADVISORS LLC (Farmington UT)
UT
08/29/2016 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (SOUTH OGDEN UT)
UT
03/17/2015 - 07/22/2016
WELLS FARGO ADVISORS, LLC (SALT LAKE CITY UT)
UT
12/12/2003 - 03/23/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVO UT)
BOTH
Issued 01/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 12/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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