Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dustin? Claim Your ProfileDustin Keomysy is an active investment advisor representative at Raymond James Financial Services Advisors, Inc. Dustin has been in the financial services industry since December 2, 1997. Dustin holds the Series 7, Series 24 and Series 66 licenses and has been registered with the state of Minnesota since May 11, 2017 and the state of Texas since March 9, 2020. Dustin provides financial planning, pension consulting, educational seminars, and portfolio management services for individuals and businesses. Dustin also offers hourly and fixed rate consultations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MN
03/09/2020 - Present
Raymond James Financial Services Advisors, Inc. (Minnetonka MN)
MN
10/10/2011 - 05/04/2017
LPL FINANCIAL LLC (PLYMOUTH MN)
MN
07/18/2008 - 10/14/2011
STIFEL, NICOLAUS & COMPANY, INCORPORATED (WAYZATA MN)
MN
01/01/2008 - 08/14/2008
WACHOVIA SECURITIES, LLC (MINNETONKA MN)
MN
04/05/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MINNETONKA MN)
CA
12/13/2000 - 04/08/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
12/16/2000 - 08/12/2002
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CA
09/03/1999 - 05/07/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MN
12/03/1997 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
BOTH
Issued 01/13/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Dustin Keomysy is the right advisor for you? Invested Better is here to help.
