Unclaimed
Donald Settina has been in the financial industry since 1982. Donald currently works with Kestra Advisory Services, LLC and is a registered representative with Kestra Investment Services LLC. Donald has been a financial advisor for over 40 years and has experience in a variety of financial services, including financial planning, insurance, and investment advisory services. Donald has a broad client base, including high-net-worth individuals, corporations, and charitable organizations. Donald's experience and expertise have been recognized by the industry, as he holds the Certified Financial Planner designation.
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
FL
05/31/2022 - Present
Kestra Advisory Services, LLC (Bonita Springs FL)
PA
11/30/2010 - 06/09/2022
LPL FINANCIAL LLC (PITTSBURGH PA)
PA
03/24/2009 - 11/30/2010
NRP FINANCIAL, INC. (PITTSBURGH PA)
PA
11/19/1989 - 03/31/2009
ROYAL ALLIANCE ASSOCIATES, INC. (PITTSBURGH PA)
NA
01/19/1987 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
01/21/1987 - 02/10/1987
PENN MUTUAL EQUITY SERVICES, INC.
NA
03/22/1984 - 02/02/1987
JANNEY MONTGOMERY SCOTT INC.
NA
11/17/1983 - 03/05/1984
EQUITY SERVICES, INC.
NA
12/09/1982 - 11/23/1983
FINANCIAL ESTATE PLANNING
BC
Issued 01/10/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/20/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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