Unclaimed
Dustin Giannangelo is an investment advisor representative for Kestra Advisory Services, LLC. Dustin has been in the industry since 2007 and has a strong background in financial planning and portfolio management. Dustin is licensed in Arizona and other states. Kestra Advisory Services, LLC provides financial planning, portfolio management, and other investment advisory services to individuals, businesses, and institutions. The firm is based in Austin, Texas, and has over 1200 employees.
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
AZ
05/09/2017 - Present
Kestra Advisory Services, LLC (Phoenix AZ)
AZ
09/30/2014 - 05/17/2017
LPL FINANCIAL LLC (PHOENIX AZ)
AZ
02/28/2007 - 10/07/2014
NEW ENGLAND SECURITIES (PHOENIX AZ)
BOTH
Issued 07/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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