Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kastner is an investment advisor representative registered with Adams Wealth Advisors. He is based in Logan, Utah and has been in the industry since 1997. David has a strong track record in providing financial advice and services to individuals and businesses. David has a Series 7, 3, 24, 87 and 63 licenses, in addition to the designation of Chartered Financial Analyst. He has experience working for Charles Schwab & Co., Inc. and Robert Thomas Securities, Inc., which gives him a breadth of knowledge and experience in the investment industry.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
UT
05/17/2022 - Present
Adams Wealth Advisors (LOGAN UT)
CO
07/14/2020 - 05/12/2022
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
CO
10/14/1997 - 12/31/2009
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
FL
05/28/1997 - 10/24/1997
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
BC
Issued 06/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2000
Series 24 - General Securities Principal Examination
BC
Issued 07/28/2022
Series 3 - National Commodity Futures Examination
BC
Issued 02/15/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 05/22/2001
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 05/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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