Darlene Giz
Investment adviser representative at Kestra Advisory Services, LLC
14 yearsExperience
1 stateRegistered in
$79.8BFirm assets
27 yearsFirm in business
Are you Darlene Giz? 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
14 years in the industry.
- Kestra Advisory Services, LLCJun 2024 to now
- Kestra Investment Services, LLCApr 2024 to now
- Principal Life Insurance CompanyApr 2020 to Apr 2024
- Principal Securities IncApr 2020 to Apr 2024
- Invesco Distributors, Inc.May 2019 to Mar 2020
- Oppenheimerfunds Distributor, Inc.Feb 2017 to May 2019
- Blackrock Investments, LLCJun 2012 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 2676091
- Firm CRD
- 283330