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Melody Ann Cole

Janney Montgomery Scott LLC

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About Melody Ann Cole

Melody Ann Cole is a financial advisor at Janney Montgomery Scott LLC. Melody has been in the industry since 1999 and has a wide range of experience in the financial services industry. Melody is a registered representative and investment advisor representative and has passed the Series 6, 7, 63, and 65 exams. Melody is licensed in 32 states and the District of Columbia. Melody's specializations include financial planning, portfolio management, pension consulting, and educational seminars. Melody has worked for Janney Montgomery Scott LLC since 2005. Previous employers include Parker/Hunter Incorporated, Nathan & Lewis Securities, Inc., Bisys Brokerage Services, Inc., and PNC Brokerage Corp.

Firm Information

Melody Cole is currently registered with Janney Montgomery Scott LLC. Janney Montgomery Scott LLC is a Philadelphia-based, full-service financial services firm with over $85 billion in assets under management. Formed in 1999, the firm provides a comprehensive suite of financial advisory services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and institutions. Janney Montgomery Scott LLC is registered with the SEC and operates in all 50 states and the District of Columbia.
Janney Montgomery Scott LLC

1717 ARCH STREET

PHILADELPHIA, PA 19103

$85.90B

Assets Under Management

2,265

Total Clients

1,570

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee plus commission

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Melody Cole’s Registration & Firm History

PA

07/17/2018 - Present

Janney Montgomery Scott LLC (UNIONTOWN PA)

PA

11/17/2000 - 06/25/2005

PARKER/HUNTER INCORPORATED (PITTSBURGH PA)

NY

06/14/2000 - 08/29/2000

NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)

MN

05/15/2000 - 06/14/2000

BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)

PA

06/15/1999 - 05/12/2000

PNC BROKERAGE CORP (PITTSBURGH PA)

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Licenses & Designations

IA

Issued 12/05/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/18/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/2000

Series 7 - General Securities Representative Examination

BC

Issued 06/14/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Melody Ann Cole.
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