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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamey? Claim Your ProfileJamey Lynn Keller is a financial advisor associated with Advisors Capital Management, LLC in Boca Raton, FL and Ridgewood, NJ. Jamey has been in the financial industry since November 2001. Jamey has passed the Series 6, 7, 31, 63, 65 and SIE exams. Jamey previously worked for TD Ameritrade, Inc. and Morgan Stanley DW Inc. Jamey specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Jamey's current firm provides financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. The firm manages assets for individual clients, high-net-worth individuals, charitable organizations, insurance companies, pension and profit sharing plans, corporations, and sovereign wealth funds and foreign official institutions. The firm's advisory services are delivered through fixed fees, hourly charges, and a percentage of assets.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
FL
07/15/2024 - Present
Advisors Capital Management, LLC (Boca Raton FL)
FL
02/23/2004 - 12/20/2023
TD AMERITRADE, INC. (BOCA RATON FL)
NY
01/15/2002 - 02/11/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
MA
11/13/2001 - 02/19/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 04/26/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 03/25/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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