Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Soha? Claim Your ProfileSoha Dessouky is an investment advisor representative with Kestra Advisory Services, LLC, a registered investment adviser. Soha Dessouky has been in the financial industry since 2021. Soha Dessouky is registered with the state of Texas as an investment advisor representative. Soha Dessouky is also registered with the state of Texas as a registered representative. Soha Dessouky is registered with the state of Georgia and the state of North Carolina as a registered representative. Soha Dessouky specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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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2
TX
11/27/2023 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
TX
07/21/2021 - 10/02/2023
PURSHE KAPLAN STERLING INVESTMENTS (Austin TX)
IA
Issued 03/05/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/20/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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