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David Haller

Investment Analyst

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Office: (631) 473-1188

1303 Main Street

Port Jefferson, NY 11777

info@coastlinewealth.com

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Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Coastline Wealth Management is a member firm of Fusion Advisor Network, a platform of Kestra IS. Coastline Wealth Management is not affiliated with Kestra IS or Kestra AS. Neither Kestra Investment Services, LLC nor Kestra Advisory Services offer tax or legal advice. Insurance products are offered through a separate insurance license and are not part of securities or advisory services.

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David Haller

Investment Analyst

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