Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Manly? Claim Your ProfileManly Koji Church is a financial advisor with over 20 years of experience in the industry. Church is currently registered with Janney Montgomery Scott LLC. He has worked for other firms, such as UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and MML Investors Services, Inc. Church is licensed to provide financial advice in multiple states, including Connecticut and Texas. He holds Series 6, 7, 63 and 66 licenses.
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
CT
03/30/2022 - Present
Janney Montgomery Scott LLC (Mystic CT)
CT
11/28/2012 - 04/08/2022
UBS FINANCIAL SERVICES INC. (NEW LONDON CT)
CT
07/19/2000 - 11/29/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW LONDON CT)
MA
07/22/1998 - 06/20/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 08/01/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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