Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reginald? Claim Your ProfileReginald Wilkes is a financial advisor at Janney Montgomery Scott LLC. Reginald Wilkes has over 35 years of experience in the financial services industry. Reginald Wilkes is registered with FINRA and the Securities and Exchange Commission (SEC). Reginald Wilkes is also a registered investment advisor (IA) in several states. Reginald Wilkes is licensed to sell securities in the following states: Alabama, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Missouri, Montana, Nebraska, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin. Reginald Wilkes specializes in financial planning, portfolio management, and pension consulting. Reginald Wilkes is also a board member of several charitable organizations.
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
11/22/2017 - Present
Janney Montgomery Scott LLC (BRYN MAWR PA)
PA
02/01/2008 - 12/19/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAYNE PA)
PA
09/17/2007 - 02/07/2008
PNC INVESTMENTS (PITTSBURGH PA)
PA
11/12/2004 - 09/17/2007
MERCANTILE BROKERAGE SERVICES, INC. (RADNOR PA)
NC
01/05/1999 - 11/15/2004
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NY
07/20/1988 - 01/07/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/06/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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