Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bugos is a financial professional with over 20 years of experience in the industry. David has worked with Kestra Advisory Services, LLC since 2016 and is registered as an Investment Advisor Representative in Oklahoma. David also holds the Series 6, 7, 26 and 63 securities licenses, as well as the SIE exam certification. David has experience working with a range of clients including individuals, high-net-worth individuals, businesses, corporations, insurance companies, charitable organizations and pension and profit-sharing plans.
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.
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.
1
2
OK
07/05/2016 - Present
Kestra Advisory Services, LLC (Oklahoma City OK)
OK
02/20/2008 - 07/06/2016
MSI FINANCIAL SERVICES, INC. (OKLAHOMA CITY OK)
OK
06/01/2001 - 02/27/2008
COUNTRY CAPITAL MANAGEMENT COMPANY (OKLAHOMA CITY OK)
NA
06/13/1984 - 04/21/1986
COUNTRY CAPITAL MANAGEMENT COMPANY
BC
Issued 05/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/31/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Bugos is the right advisor for you? Invested Better is here to help.
