Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcy? Claim Your ProfileMarcy Leprell is a financial advisor registered with Janney Montgomery Scott LLC since 2009. Marcy holds the Series 7, Series 63, and Series 65 licenses. Marcy previously worked for Citigroup Global Markets Inc. and Prudential Securities Incorporated. Marcy has been working in the financial services industry for over 23 years and is experienced in providing investment advice to a variety of clients, including high net worth individuals, corporations, and pension plans.
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
07/25/2011 - Present
Janney Montgomery Scott LLC (LANCASTER PA)
PA
12/07/2001 - 03/13/2009
CITIGROUP GLOBAL MARKETS INC. (LANCASTER PA)
NY
09/08/2000 - 12/11/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/06/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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