Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jayme? Claim Your ProfileJayme Nelson is a financial advisor registered with Keystone Financial Group, LLC in Lexington, KY. Jayme has been in the industry since 2019 and holds Series 7TO, SIE, and Series 66 licenses. Jayme specializes in providing financial planning and portfolio management services to individuals and corporations. In addition to working at Keystone Financial Group, Jayme also provides investment advisory services through Keystone Financial Group, LLC. Jayme is dedicated to helping clients reach their financial goals through personalized strategies and advice.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
KY
01/01/2025 - Present
Keystone Financial Group, LLC (LEXINGTON KY)
KY
02/11/2019 - 02/20/2024
EDWARD JONES (LEXINGTON KY)
BOTH
Issued 03/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jayme Nelson is the right advisor for you? Invested Better is here to help.
