Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Doupe is a financial advisor at Janney Montgomery Scott LLC with over 10 years of experience in the industry. Paul has been registered with the Securities and Exchange Commission (SEC) since 2008 and holds the Series 7, 66, and SIE licenses. Paul's expertise includes providing financial planning, portfolio management, and pension consulting services. In addition to his work at Janney Montgomery Scott LLC, Paul has previously worked at John Hancock Investment Management Distributors LLC, Foreside Fund Services, LLC, Profunds Distributors, Inc., and Wells Fargo Advisors, LLC. Paul's experience and expertise make him a valuable resource for clients seeking to 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
DC
06/04/2024 - Present
Janney Montgomery Scott LLC (WASHINGTON DC)
MA
05/22/2015 - 07/31/2019
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC (BOSTON MA)
MD
01/07/2014 - 05/12/2015
FORESIDE FUND SERVICES, LLC (BETHESDA MD)
MD
08/24/2010 - 12/11/2013
PROFUNDS DISTRIBUTORS, INC. (BETHESDA MD)
MD
05/13/2008 - 07/19/2010
WELLS FARGO ADVISORS, LLC (BETHESDA MD)
BOTH
Issued 06/04/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/06/2024
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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