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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mahalene? Claim Your ProfileMahalene Dulay is a financial advisor with Kestra Advisory Services, LLC. Mahalene has been in the financial services industry since 2008 and is registered with both FINRA and the SEC. Mahalene holds the Series 6, 7, 63, and 65 licenses. Mahalene provides financial planning, investment management, and portfolio management services to individuals, businesses, and charitable organizations. Mahalene's experience includes working with a variety of clients, from high net worth individuals to small businesses. Mahalene is passionate about helping people achieve their financial goals and has a proven track record of success.
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.
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CA
07/27/2023 - Present
Kestra Advisory Services, LLC (SAN DIEGO CA)
CA
02/25/2008 - 05/02/2018
FORESTERS FINANCIAL SERVICES, INC. (SAN DIEGO CA)
IA
Issued 10/17/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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