Arlene Dimitian is a CFP-designated registered investment advisor, based in Long Beach, CA, with 17 years of industry experience. Arlene is also registered as a broker, so some compensation may come from commissions on products sold.
Location
100 W. Broadway Suite 3000, Long Beach, CA, 90802
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Arlene works as a financial advisor for Well-Traveled Wealth and Kestra Advisory Services, providing financial planning, asset management, and insurance services. These activities take about a quarter of Arlene's time.
Employment History
Current Registrations
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Foresters Advisory Services, LLC
Foresters Financial Services, INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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