Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Grahn is a financial advisor at Janney Montgomery Scott LLC in Philadelphia, PA. David has been in the financial services industry since 1984, and has held previous positions at Wells Fargo Clearing Services, LLC and Prudential Securities Incorporated. David is licensed to offer securities in multiple states, and has a strong background in investment management, financial planning, and portfolio management. David is committed to providing his clients with personalized investment advice and guidance to help 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
PA
07/14/2021 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
PA
10/13/2000 - 07/19/2021
WELLS FARGO CLEARING SERVICES, LLC (PHILADELPHIA PA)
PA
10/21/1992 - 11/10/2000
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NY
08/25/1989 - 10/22/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/23/1984 - 08/25/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
BC
Issued 08/02/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/1986
Series 15 - Foreign Currency Options Examination
BC
Issued 04/04/1986
Series 5 - Interest Rate Options Examination
BC
Issued 04/03/1986
Series 3 - National Commodity Futures Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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