Unclaimed
G. Steve Costello is a financial professional with over 20 years of experience in the financial services industry. G. Steve Costello is currently registered with Avantax Investment Services, Inc. and holds Series 6, Series 63, and SIE licenses. G. Steve Costello is registered in Arizona, California and Nevada. G. Steve Costello is dedicated to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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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2
CA
02/24/2000 - Present
Avantax Investment Services, Inc. (DUBLIN CA)
BC
Issued 02/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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