| Name | Title | Contact Details |
|---|---|---|
Michele Santoro |
Managing Director of Recruitment and Talent Acquisition | Profile |
Michele Santoro |
Managing Director and Chief People Officer | Profile |
Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come. Kestra Holdings companies collectively oversee $122 billion in assets under administration (AUA) and support more than 2,400 independent financial professionals across the country in delivering comprehensive securities, trust, and investment advisory services to their clients. Kestra Holdings is the direct or indirect parent company of Arden Trust Company, Bluespring Wealth Partners, LLC (including its investment adviser and wealth management firm subsidiaries), Kestra Investment Services, LLC, member FINRA/SIPC, Grove Point Investments, LCC, member FINRA/SIPC, as well as Kestra Advisory Services, LLC, Kestra Private Wealth Services, LLC, Grove Point Advisor, LLC, and Kestra Institutional Services, LLC, all federally registered investment advisers.
TeleCheck International, Inc. is one of the leading companies in the Financial Services sector.
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In 2014, BSI Financial Services formed Entra Escrow Services, Title Services and Asset Management. Entra Escrow was formed in 2014 to facilitate real estate transactions in Southern California. In addition to supporting BSI Financial Services clients, it provides high-touch escrow services for agents along Orange County`s Golden Coast. Entra Title Services was also created in 2016 to provide title underwriting nationwide, relying on an agency network of title professionals to search and underwrite title for transfers and new financing. Entra Real Estsate provides asset management and collateral valuation services primarily to lenders that hold REO property. Entra provides comprehensive care, from cash-for-keys to asset sale and disposition.