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Olivia Petrella

Kestra Investment Services, LLC

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About Olivia Petrella

Olivia Petrella is a financial professional with Kestra Investment Services, LLC. Olivia has been in the industry for several years and holds the Series 7TO and SIE licenses. Olivia is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Olivia Petrella 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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Olivia Petrella’s Registration & Firm History

NJ

04/21/2022 - Present

Kestra Investment Services, LLC (Fairfield NJ)

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Licenses & Designations

BC

Issued 04/21/2022

Series 7TO - General Securities Representative Examination

BC

Issued 11/03/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Olivia Petrella.
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