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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rusti? Claim Your ProfileRusti Lynn Keeley Anderson is a registered investment advisor representative with Osaic Wealth, Inc. Rusti has been in the financial services industry since 1991. Rusti holds Series 6, 7, 63 and 65 licenses. Rusti has worked with Woodbury Financial Services, Inc. and Questar Capital Corporation previously. Rusti's previous experience includes working as a sole proprietor for The Integrity Group, providing financial services and insurance. Rusti also manages rental property and a Kevin M. Keeley & Rusti L Keeley Revocable Trust. Rusti is currently registered with the state of California, Maine, and Texas and has a history of working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Rusti provides financial planning services, education seminars, and portfolio management services.
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
CA
01/19/2024 - Present
Osaic Wealth, Inc. (YUBA CITY CA)
CA
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (YUBA CITY CA)
CA
10/02/2012 - 03/01/2019
QUESTAR CAPITAL CORPORATION (YUBA CITY CA)
CA
11/05/2007 - 10/05/2012
WOODBURY FINANCIAL SERVICES, INC. (YUBA CITY CA)
CA
06/01/2005 - 11/09/2007
AXA ADVISORS, LLC (YUBA CITY CA)
NY
03/25/1991 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 6/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/1/2003
Series 7 - General Securities Representative Examination
BC
Issued 3/21/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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