Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elody? Claim Your ProfileElody Michna Wagnac is a financial advisor with Janney Montgomery Scott LLC. Elody has been in the industry since February 16, 2020. Elody is registered with FINRA and the state of Massachusetts. Elody specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Elody is a Certified Financial Planner.
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
08/11/2020 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
BOTH
Issued 07/20/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/30/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/16/2020
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2020
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Elody Wagnac is the right advisor for you? Invested Better is here to help.
