Unclaimed
Jayson Milan Virostek is a financial advisor at Raymond James & Associates, Inc. with 16 years of experience in the financial industry. Jayson has a strong background in securities and investments, having held positions at various firms including LPL FINANCIAL LLC, ROBERT W. BAIRD & CO. INCORPORATED, CANTOR FITZGERALD & CO., STIFEL, NICOLAUS & COMPANY, INCORPORATED, and PARK AVENUE SECURITIES LLC. Jayson holds multiple licenses and certifications including Series 7, Series 31, Series 52TO, SIE and Series 66. Jayson currently works out of the Raymond James & Associates, Inc. branch office located in St. Petersburg, Florida.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
06/11/2024 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
03/21/2024 - 06/24/2024
LPL FINANCIAL LLC (CLEARWATER FL)
WI
06/03/2021 - 02/28/2024
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NY
01/11/2016 - 06/22/2021
CANTOR FITZGERALD & CO. (NEW YORK NY)
FL
05/16/2012 - 01/13/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (TAMPA FL)
TN
01/05/2010 - 05/14/2012
RAYMOND JAMES & ASSOCIATES, INC. (MEMPHIS TN)
FL
06/04/2009 - 12/31/2009
PARK AVENUE SECURITIES LLC (TALLAHASSEE FL)
GA
03/04/2008 - 05/14/2009
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
BOTH
Issued 03/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 03/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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