SK
Serena K.
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Work Experience
Jun 2018 - Present · 6 years and 6 months
Chief Administrative Officer
Present
Chief Administrative Officer, Executive Director
Jun 2018 - Present · 6 years and 6 months
Kestra Private WeaLTH Services
Risk Management & Administration, Executive Director
Aug 2014 - May 2018 · 3 years and 9 months
Company Details
As you exit the wirehouse, Kestra Private Wealth Services will help you prepare for starting your own, independent business at every step on your way to freedom. Our investment in you is every bit as critical as your investment in us. We don’t just sign up a financial advisor and it’s “on to the next.” We take in a select few and commit to giving them everything they need before, during, and after their transition into an independent success. Meet Kestra Private Wealth Services at www.kestrafinancial.com/partner-with-us/turnkey-model Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and of Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Institutional Services, LLC. Fusion is a platform of Kestra Financial, Inc. PartnersFinancial and Benefits Partners are platforms of NFP Insurance Services, Inc. NFP is not an affiliate of Kestra Financial, Inc.
Year Founded
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Social Media
Linkedin
Industry
Financial Services
HQ Location
5707 Southwest Pkwy Austin, TX 78735, US
Keywords
Wealth ManagementFinancial ServicesFinancial PlanningInvestments
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Contact Details
  • Email AddressS**@kestrafinancial.com
    Reveal Email
  • Phone Number(xxx)xxx-xxxx
    Reveal Phone

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