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John Angelone

Kestra Investment Services, LLC

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About John Angelone

John Angelone is a financial professional associated with Kestra Investment Services, LLC. He is a Series 6TO and SIE licensed professional who started his career in the financial industry on June 26, 2024. His current employment is with Kestra Investment Services, LLC, located at 2398 E. CAMELBACK RD., STE 320, PHOENIX, AZ, 85016.

Firm Information

John Angelone 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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John Angelone’s Registration & Firm History

AZ

06/26/2024 - Present

Kestra Investment Services, LLC (PHOENIX AZ)

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Licenses & Designations

BC

Issued 06/26/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/14/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Angelone.
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