Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeannie? Claim Your ProfileJeannie Christine Willits is a financial advisor at Janney Montgomery Scott LLC. Jeannie has been in the financial services industry for over 20 years and has experience in providing financial planning and investment advice to individuals, corporations, and charitable organizations. Jeannie is registered to provide investment advice in 47 states and the District of Columbia. She is also a registered representative of FINRA. Prior to joining Janney Montgomery Scott LLC, Jeannie was employed at WELLS FARGO CLEARING SERVICES, LLC, providing financial advisory services.
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
07/13/2021 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
PA
07/10/2001 - 07/19/2021
WELLS FARGO CLEARING SERVICES, LLC (PHILADELPHIA PA)
BC
Issued 06/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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