Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaycee? Claim Your ProfileJaycee Christine Kertzman is a registered investment advisor representative with Dynasty Wealth Management, LLC. Jaycee has been in the industry since 2018, working previously with MORGAN STANLEY and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Jaycee holds the Series 66, Series 7 and SIE licenses. She is a graduate of San Diego State University.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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FL
04/21/2023 - Present
Dynasty Wealth Management, LLC (ST. PETERSBURG FL)
CA
07/19/2019 - 08/04/2022
MORGAN STANLEY (RANCHO SANTA FE CA)
CA
10/02/2018 - 04/22/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
BOTH
Issued 11/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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