Unclaimed
Jayne Scanlon is a financial advisor with Janney Montgomery Scott LLC, a firm with over a century of experience in the financial services industry. Jayne holds the Series 7 and Series 63 licenses and is a Certified Financial Planner. Jayne has been a registered representative for over 23 years. Jayne works with clients to develop comprehensive financial plans. She also helps clients with investment management, retirement planning, and estate planning. Jayne is committed to providing her clients with personalized service and guidance.
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
MA
04/12/2006 - Present
Janney Montgomery Scott LLC (OSTERVILLE MA)
BC
Issued 01/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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