Unclaimed
Andrew Blake Janni is an investment advisor representative at Kestra Advisory Services, LLC, a registered investment advisor firm based in Austin, Texas. Andrew has been in the financial services industry for over 2 years and holds a Series 66 and Series 7TO license. Andrew is registered with the state of Texas.
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.
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2
TX
11/19/2024 - Present
Kestra Advisory Services, LLC (Irving TX)
TX
11/22/2021 - 02/13/2024
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 03/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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