Unclaimed
Brandy Rae Plocinski is a financial advisor with Janney Montgomery Scott LLC. Brandy has been in the financial services industry since January 2004. Brandy has been registered with Janney Montgomery Scott LLC since March 2021. Brandy is a Registered Representative (Series 7 and Series 66) and has experience in providing financial advice to individuals, corporations, high net worth individuals, pension and profit sharing plans, insurance companies, and charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
03/04/2021 - Present
Janney Montgomery Scott LLC (WILLIAMSPORT PA)
PA
07/24/2006 - 03/05/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILLIAMSPORT PA)
PA
08/26/2004 - 07/05/2006
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (WILLIAMSPORT PA)
MO
06/30/2004 - 07/28/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
05/08/2003 - 11/19/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BOTH
Issued 11/14/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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