Mahalene
Dulay
Kestra Advisory Services, LLC
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About this Advisor
Mahalene Dulay is a financial advisor based in San Diego, California, working with Kestra Advisory Services, LLC. Mahalene has previously held positions at Foresters Financial Services, Foresters Advisory Services LLC, Kestra Investment Services, LLC, and Kestra Advisory Services, LLC. Mahalene has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Mahalene is part of Kestra Advisory Services, LLC, which operates out of San Diego, California. The firm has 544 offices and 1,266 employees. The firm manages assets totaling $48.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Kestra Advisory Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$48,324,319,629
1,266
140,425
$344,129
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Mahalene Dulay Work History
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Foresters Advisory Services LLC
Foresters Financial Services
Disclosures
Please visit the SEC profile of Mahalene Dulay to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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