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Dean Gregory Steliotes

Kestra Investment Services, LLC

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About Dean Gregory Steliotes

Dean Gregory Steliotes is a financial advisor with Kestra Investment Services, LLC. Dean has been in the financial services industry since August 9, 1987. Dean is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, Series 12, and Series 63 licenses. Dean is also registered in 14 states. Prior to joining Kestra Investment Services, LLC, Dean worked for Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated.

Firm Information

Dean Steliotes is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Dean Steliotes’s Registration & Firm History

PA

04/01/2002 - Present

Kestra Investment Services, LLC (PITTSBURGH PA)

WI

08/10/1987 - 04/04/2002

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

WI

11/19/1993 - 12/31/2001

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

BC

Issued 12/20/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/24/1998

Series 12 - NYSE Branch Manager Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/06/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dean Gregory Steliotes.
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