Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gail? Claim Your ProfileGail Kelly-brown is a financial advisor with over 20 years of experience in the industry. Gail has been with Janney Montgomery Scott LLC since November 2006, and is registered with the state of Pennsylvania. Before joining Janney Montgomery Scott LLC, Gail worked at Wachovia Securities, LLC and PNC Investments. Gail holds a Series 7, 9, 10, 66 and SIE licenses.
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
12/04/2006 - Present
Janney Montgomery Scott LLC (WEST CHESTER PA)
PA
09/19/2006 - 12/01/2006
WACHOVIA SECURITIES, LLC (NEWTOWN SQUARE PA)
PA
03/08/2006 - 09/12/2006
PNC INVESTMENTS (NEWTON SQUARE PA)
BOTH
Issued 07/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/13/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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