Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenton? Claim Your ProfileBrenton P. Haupt is a financial advisor with Janney Montgomery Scott LLC, a well-established firm managing assets between $1 billion and $10 billion. Brenton is licensed to provide investment advice in several states. His primary office is located in Reading, PA, but he also serves clients in Allentown, PA. Brenton's professional background includes previous roles with Pennsylvania Lumbermens Mutual Insurance Company and LaSalle University. Brenton is committed to building strong client relationships based on trust and transparency. He provides a variety of services including financial planning, pension consulting, and educational seminars.
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
10/14/2020 - Present
Janney Montgomery Scott LLC (READING PA)
BOTH
Issued 08/06/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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