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Catherine Elizabeth Kohli

Janney Montgomery Scott LLC

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About Catherine Elizabeth Kohli

Catherine Kohli is a registered representative with Janney Montgomery Scott LLC in Atlanta, Georgia. Catherine has been in the industry since 2021 and is licensed to conduct business in Georgia. Catherine's previous work experience includes TM CAPITAL LLC in Atlanta, GA. She holds the Series 63, SIE, and Series 79TO licenses.

Firm Information

Catherine Kohli is currently registered with Janney Montgomery Scott LLC. Janney Montgomery Scott LLC is a Philadelphia-based, full-service financial services firm with over $85 billion in assets under management. Formed in 1999, the firm provides a comprehensive suite of financial advisory services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and institutions. Janney Montgomery Scott LLC is registered with the SEC and operates in all 50 states and the District of Columbia.
Janney Montgomery Scott LLC

1717 ARCH STREET

PHILADELPHIA, PA 19103

$85.90B

Assets Under Management

2,265

Total Clients

1,570

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee plus commission

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Catherine Kohli’s Registration & Firm History

GA

05/29/2024 - Present

Janney Montgomery Scott LLC (Atlanta GA)

GA

08/19/2021 - 06/20/2024

TM CAPITAL LLC (ATLANTA GA)

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Licenses & Designations

BC

Issued 06/01/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/19/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 05/13/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Catherine Elizabeth Kohli.
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