Alexander Michael Panas
Investment adviser representative at Kestra Advisory Services, LLC
21 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$79.8BFirm assets
Are you Alexander Michael Panas? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Kestra Advisory Services, LLCJul 2019 to now
- Kestra Investment Services, LLCJul 2019 to now
- Kestra Advisory Services, LLCJan 2018 to Jun 2019
- Kestra Investment Services, LLCJan 2018 to Jun 2019
- Summit Equities, Inc.Jul 2005 to Jan 2018
- Summit Financial Resources, Inc.Jul 2005 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 4 states (FL, NJ, NY, TX).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2249803
- Firm CRD
- 283330