Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katelyn? Claim Your ProfileKatelyn Irene Puzio is a financial advisor with Janney Montgomery Scott LLC. Katelyn is a registered representative with FINRA and holds the SIE and Series 99 licenses. Katelyn has been in the financial industry since January 22, 2019 and is located in Philadelphia, PA. Janney Montgomery Scott LLC is a financial services firm that provides a wide range of financial products and services to individuals, businesses, and institutions. The firm has approximately $85 billion in assets under management. Katelyn specializes in a variety of financial services, including investment management, financial planning, and retirement planning.
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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2
PA
01/22/2019 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
BC
Issued 01/23/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2019
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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