Unclaimed
Frank Weckenman is a financial advisor with Janney Montgomery Scott LLC. Frank has been in the financial services industry for over 40 years and holds several professional licenses and certifications. Frank is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Frank is also a Certified Financial Planner. Frank is a member of the Addisville Legacy Foundation and serves as a board member. Frank is committed to providing personalized financial advice to help clients 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
05/02/2014 - Present
Janney Montgomery Scott LLC (YARDLEY PA)
NA
11/01/1977 - 01/18/1980
ELKINS & CO.
IA
Issued 02/12/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 10/15/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Frank Weckenman is the right advisor for you? Invested Better is here to help.