Unclaimed
Nora Martini is a financial advisor with Janney Montgomery Scott LLC. She has been in the industry since 2001 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. She is licensed to provide investment advice in several states, including Pennsylvania, New Jersey, and Maryland. Nora has passed a number of professional exams, including the Series 7, Series 63, and SIE exams. She is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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
04/02/2009 - Present
Janney Montgomery Scott LLC (BRYN MAWR PA)
PA
02/21/2006 - 04/23/2009
CITIGROUP GLOBAL MARKETS INC. (BRYN MAWR PA)
MD
01/15/2003 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
PA
08/08/2001 - 01/16/2003
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
BC
Issued 07/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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