Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jan? Claim Your ProfileJan Cummins is a financial advisor with Janney Montgomery Scott LLC. Jan has been in the financial services industry since 1980 and has a wide range of experience in helping individuals and businesses achieve their financial goals. Jan is a Certified Financial Planner and holds multiple securities licenses, including Series 7, 10, 9, 63, 65, 3 and 15. Jan has a proven track record of success and is committed to providing personalized financial advice to their clients.
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
08/08/2005 - Present
Janney Montgomery Scott LLC (RADNOR PA)
NY
07/31/1993 - 01/24/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
04/25/1983 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/20/1980 - 04/28/1983
FIRST JERSEY SECURITIES, INC.
IA
Issued 06/18/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/30/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 10/05/1983
Series 3 - National Commodity Futures Examination
BC
Issued 11/15/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jan Cummins is the right advisor for you? Invested Better is here to help.
