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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonna? Claim Your ProfileJonna Doris Keller is a financial advisor at Osaic Wealth, Inc. Jonna has been in the financial industry since 1999 and is registered to offer investment advice in several states. Jonna's background includes experience at various firms, including First Security Investments, Inc., Tower Equities, Inc., and American General Securities Incorporated. Jonna holds several licenses and designations, including Series 63, 65, 66, and 7. Jonna is a Managing Partner at First Security Investments of SWF, LLC, and is the owner of Blue Lion Thoroughbreds, LLC.
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.
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
09/10/2024 - Present
Osaic Wealth, Inc. (SARASOTA FL)
FL
12/07/2015 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SARASOTA FL)
FL
06/19/2003 - 12/07/2015
SIGMA FINANCIAL CORPORATION (SARASOTA FL)
PA
12/05/2000 - 06/19/2003
FIRST SECURITY INVESTMENTS, INC. (KINGSTON PA)
OH
01/25/2000 - 12/08/2000
TOWER EQUITIES, INC. (DAYTON OH)
AZ
09/22/1999 - 01/25/2000
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
BOTH
Issued 03/01/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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