Best Investors Account Sign in
Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-05-21
TX RA APPROVED 2019-05-20
  • CA RA
    APPROVED
    Since 2019-05-21
  • TX RA
    APPROVED
    Since 2019-05-20

Branch Locations

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

100 W. Broadway Suite 3000, Long Beach, CA 90802 • United States

Stanton, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Foresters Financial Service - E85 Los Angeles - Cp Monrovia CA 12/2008 05/2019
Foresters Financial Service - E85 Los Angeles - Cp Monrovia CA 09/2013 05/2019
Kestra Investment Services, Llc. Long Beach CA 05/2019 Present
Kestra Advisory Services, Llc. Long Beach CA 05/2019 Present
  • 12/2008 → 05/2019
    Foresters Financial Service - E85 Los Angeles - Cp
    Monrovia, CA
  • 09/2013 → 05/2019
    Foresters Financial Service - E85 Los Angeles - Cp
    Monrovia, CA
  • 05/2019 → Present
    Kestra Investment Services, Llc.
    Long Beach, CA
  • 05/2019 → Present
    Long Beach, CA
Previous Registrations
  • 2013-09-05 → 2019-05-20
    Foresters Advisory Services, Llc
    Monrovia, CA
Other Businesses

Business Name: Well-Traveled Wealth Investment Related: Yes Address: 100 W. Broadway Suite 3000 Long Beach CA 90802 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor Start Date: 5/17/2019 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 21% - 30% (29 - 42 hours) Duties: Working with clients to address there financial planning needs including asset management and insuranceBusiness Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway, Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor Start Date: 5/17/2019 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 21% - 30% (29 - 42 hours) Duties: Providing asset management services as an overall part of helping plan towards there financial goals

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-08-26
S63 Uniform Securities Agent State Law Examination 2009-02-06
  • S65 Uniform Investment Adviser Law Examination
    2013-08-26
  • S63 Uniform Securities Agent State Law Examination
    2009-02-06
Designations
Other Names
  • Arlene Lara Derdiyar
  • Arlene Dimitian

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Austin, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor