Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Rust is a financial advisor with over 10 years of experience in the financial services industry. Keith currently works at Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. Keith holds Series 7, 24, 27, 66 and SIE licenses. Keith provides a range of financial services including financial planning, portfolio management and selection of other advisors. Keith is a member of the Florida Orchestra Finance Committee and serves as Treasurer.
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
03/01/2017 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
BOTH
Issued 02/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2020
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/14/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2012
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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