Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenny d? Claim Your ProfileJenny Daly is a financial advisor with Janney Montgomery Scott LLC. Jenny has been in the industry since 2000 and has worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Jenny is registered as a Broker-Dealer and Investment Advisor representative. Jenny has a Series 7, Series 31, Series 65 and Series 66 licenses. Jenny also holds the Certified Financial Planner designation. Jenny's office is located in Hackensack, NJ and she can also service clients in North Caldwell, NJ.
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
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NJ
10/20/2017 - Present
Janney Montgomery Scott LLC (HACKENSACK NJ)
NJ
03/01/2000 - 10/18/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PARAMUS NJ)
IA
Issued 03/16/2005
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/29/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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