Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Staci? Claim Your ProfileStaci Marie Keller is an investment advisor representative with Raymond James Financial Services Advisors, Inc. based in SAINT PETERSBURG, FL. Staci has been in the financial services industry since November 2003. Staci holds Series 7, Series 10, Series 9, Series 24, Series 63 and Series 65 licenses. Prior to Raymond James Financial Services Advisors, Inc., Staci was employed by FIRST NATIONAL CAPITAL MARKETS, PRIMEVEST FINANCIAL SERVICES, INC., NATIONAL INVESTOR SERVICES CORP., TD AMERITRADE, INC., TD AMERITRADE CLEARING, INC. and SECURITIES AMERICA, INC..
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NE
05/20/2016 - Present
Raymond James Financial Services Advisors, Inc. (Omaha NE)
NE
06/01/2010 - 06/18/2015
FIRST NATIONAL CAPITAL MARKETS (OMAHA NE)
NE
05/22/2007 - 06/02/2010
PRIMEVEST FINANCIAL SERVICES, INC. (OMAHA NE)
NE
04/19/2006 - 05/07/2007
NATIONAL INVESTOR SERVICES CORP. (BELLEVUE NE)
NE
04/19/2006 - 05/07/2007
TD AMERITRADE, INC. (OMAHA NE)
NE
11/17/2003 - 05/07/2007
TD AMERITRADE CLEARING, INC. (OMAHA NE)
NE
04/25/2007 - 04/27/2007
SECURITIES AMERICA, INC. (OMAHA NE)
IA
Issued 05/09/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/21/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/24/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2003
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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