Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia A. Ranalli is a registered representative with Janney Montgomery Scott LLC. Patricia has been in the financial industry since January 21, 2011, and is licensed in Pennsylvania. Patricia has a strong background in the securities industry, having passed the Series 7, Series 63, and SIE exams. Patricia's specializations include a range of financial services. Patricia specializes in portfolio management for businesses and individuals, financial planning, pension consulting, and educational seminars. Patricia's firm, Janney Montgomery Scott LLC, has been in business for over 100 years and is a leading provider of financial services to individuals, families, and businesses.
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
01/21/2011 - Present
Janney Montgomery Scott LLC (RADNOR PA)
BC
Issued 02/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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