Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jayson? Claim Your ProfileJayson Wayne Keller is an active investment advisor representative registered with Dynasty Wealth Management, LLC, with a branch office in St. Petersburg, FL. Jayson has experience in the financial services industry since June 2021, working for Raymond James & Associates, Inc. previously. He holds Series 7TO, SIE, and Series 99TO licenses, and is also a Series 66 registrant. Jayson's areas of expertise include providing investment advice to other investment advisors.
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.
1
2
FL
05/09/2024 - Present
Dynasty Wealth Management, LLC (ST. PETERSBURG FL)
FL
04/22/2021 - 10/16/2023
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 12/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 04/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jayson Keller is the right advisor for you? Invested Better is here to help.
