Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christin? Claim Your ProfileChristin Howell Neese is a financial advisor registered with Janney Montgomery Scott LLC, working in the Marietta, OH branch office. Christin Howell Neese has been working in the financial services industry since December 2021. Christin Howell Neese has passed the Uniform Combined State Law Examination (Series 66), General Securities Sales Supervisor - General Module Examination (Series 10), General Securities Sales Supervisor - Options Module Examination (Series 9), Securities Industry Essentials Examination (SIE), and General Securities Representative Examination (Series 7TO) exams. Christin Howell Neese is registered with the state of Ohio and the state of Florida. Christin Howell Neese's current firm, Janney Montgomery Scott LLC, is a Registered Investment Advisor with approximately $1 billion - $10 billion in assets under management.
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
OH
05/09/2024 - Present
Janney Montgomery Scott LLC (MARIETTA OH)
BOTH
Issued 06/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/25/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/22/2021
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2021
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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