Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carole? Claim Your ProfileCarole French Schreck is a financial advisor at Janney Montgomery Scott LLC. Carole has over 30 years of experience in the financial services industry and holds the Series 6, 7, 63, and 66 licenses. She has been registered with Janney Montgomery Scott LLC since 2015. Carole is also a Certified Financial Planner. Carole specializes in providing financial planning and investment advice to individuals, families, and businesses. Carole is committed to providing her clients with personalized service and helping them achieve their financial goals.
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
MD
12/01/2021 - Present
Janney Montgomery Scott LLC (Lutherville (Greenspring) MD)
NA
02/21/1985 - 08/22/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
07/10/1984 - 12/13/1984
FIRST AMERICAN NATIONAL SECURITIES, INC.
BOTH
Issued 12/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/17/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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