Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Candice? Claim Your ProfileCandice Waxler is a financial advisor with Janney Montgomery Scott LLC. Candice has been in the industry since 2014 and is licensed in both Pennsylvania and Texas. Candice has a variety of experience, having previously worked at EDWARD JONES and CETERA ADVISOR NETWORKS LLC. Candice is dedicated to providing personalized financial advice to individuals, families, and businesses.
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
10/12/2023 - Present
Janney Montgomery Scott LLC (DuBois PA)
PA
06/06/2016 - 10/16/2023
EDWARD JONES (DuBois PA)
PA
02/24/2014 - 04/15/2015
CETERA ADVISOR NETWORKS LLC (DUBOIS PA)
IA
Issued 08/01/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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