Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Penny? Claim Your ProfilePenny Cromwell is a financial advisor with Janney Montgomery Scott LLC, based in Franklin, Tennessee. Penny has been in the financial services industry since 2014. Penny Cromwell's credentials include the Securities Industry Essentials Examination (SIE) and the Series 99 exam (Operations Professional Examination). Penny Cromwell's current firm is Janney Montgomery Scott LLC.
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
TN
08/06/2014 - Present
Janney Montgomery Scott LLC (Franklin TN)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2014
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
Not sure Penny Cromwell is the right advisor for you? Invested Better is here to help.
