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Donald Jay Settina

Kestra Advisory Services, LLC

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About Donald Jay Settina

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.

Firm Information

Donald Settina is currently registered with Kestra Advisory Services, LLC. Kestra Advisory Services, LLC is a financial advisory firm based in Austin, TX, with over 1,200 investment advisor representatives and 48.3 billion in assets under management. Kestra offers a variety of financial advisory services including financial planning, portfolio management, and pension consulting. The firm serves a broad range of clients, including individuals, corporations, insurance companies, pension plans, and charitable organizations. Kestra participates in wrap fee programs.
Kestra Advisory Services, LLC

5707 SOUTHWEST PARKWAY

AUSTIN, TX 78735

$48.32B

Assets Under Management

6,180

Total Clients

1,197

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Donald Settina’s Registration & Firm History

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

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donald Jay Settina.
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