Mahalene Reginaldo Dulay

Current Employers

Employment History

• 02/2008 → 04/2018
  Foresters Financial Services
  San Diego, CA
• 10/2016 → 04/2018
  Foresters Advisory Services Llc
  San Diego, CA
• 04/2018 → Present
  Kestra Investment Services, Llc
  San Diego, CA
• 04/2018 → Present
  Kestra Advisory Services, Llc
  San Diego, CA

Previous Registrations

• 2016-11-18 → 2018-05-02
  Foresters Advisory Services, Llc
  San Diego, CA

Other Businesses

Name: Kestra Advisory Services, LLC Invest Rel: Y Addr: 5707 Southwest Pkwy Bldg 2, Ste 400 Austin TX 78735 NOB: Investment Advisory srvcs thru Kestra Advisory Srvcs, LLC Posi: Invstmnt Advisor Rep Strt Date: 4/30/18 Hrs /mo: 91% - 100% (145 - 160 hrs) Hrs /mo during trading hrs: 91% - 100% (127 - 140 hrs) Duties: Providing invstmnt advice for clients thru managed portfolios Name: MODERN WEALTH COLLECTIVE POSI: Registered Rep NOB: Insurance INVEST REL: Y # OF HRS: 152 SEC TRADING HRS: 132 STRT DATE: 04/30/18 ADDR: 7220 Trade St, Ste 115, San Diego CA 92121, US DESCR: Providing invstmnt &insurance recommendations, as well as financial plnng strats &invstmnt mngmnt for clients' financial portfolios Name: MAHALENE DULAY; WHAT THE FAQ, MONEY POSI: Owner, Public Speaker, podcast host NOB: Public speaker for financial education and literacy INVES REL: Y #OF HRS: 10 SEC TRADING HRS: 10 STRT DATE: 03/01/2022 ADDR: 7930 Westmore Road, San Diego CA 92126 DESC: The main duties &obligations w/this activity is to promote financial education &literacy w/ the opp for paid speaking engagements. I am the sole owner on this endeavor. Name: MAHALENE DULAY; WHAT THE FAQ, MONEY POSITION: Owner, Public Speaker, podcast host NOB: Public speaker for financial education and literacy INVESTMENT RELATED: Yes # OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/01/2022 ADDRESS: 7930 Westmore Road, San Diego CA 92126 DESCRIPTION: The main duties and obligations with this activity is to promote financial education and literacy with the opportunity for paid speaking engagements. This includes public speaking opportunities and online courses offered. I am the sole owner on this endeavor. Name: MAHALENE DULAY; THE POWERHOUSE ADVISOR CIRCLE POSITION: Owner, Public Speaker, Consultant NATURE: Consulting for financial professionals and public speaking INVESTMENT RELATED: Yes # OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/01/2022 ADDRESS: 7930 Westmore Road, San Diego CA 92126, United States DESCRIPTION: The main duties is to support and provide consulting services to financial professionals on business strategies, practice management and marketing. Additionally, I will promote financial education and literacy with the opportunity for paid speaking engagements. public speaking opportunities and online courses offered. I am the sole owner.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-10-17
• S63 Uniform Securities Agent State Law Examination
  2008-04-07