Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Kasenchak is a financial advisor with Janney Montgomery Scott LLC. Courtney has been in the financial industry since August 2008. Courtney holds the Series 66, Series 7, and SIE securities licenses. Courtney is registered to offer investment advisory services in 33 states and has been with Janney Montgomery Scott LLC since March 2021. Prior to joining Janney Montgomery Scott LLC, Courtney was with Merrill Lynch, Pierce, Fenner & Smith Incorporated for seven years.
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
03/08/2021 - Present
Janney Montgomery Scott LLC (WILLIAMSPORT PA)
PA
09/02/2014 - 03/05/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILLIAMSPORT PA)
PA
02/27/2013 - 07/03/2014
RBC CAPITAL MARKETS, LLC (PITTSBURGH PA)
PA
06/01/2009 - 03/11/2013
MORGAN STANLEY (PITTSBURGH PA)
PA
07/01/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PITTSBURGH PA)
BOTH
Issued 07/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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