Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Harper is a financial advisor with Janney Montgomery Scott LLC based in Wilkes-Barre, Pennsylvania. Sandra has over 20 years of experience in the financial services industry, having worked for various firms such as First Security Investments, Inc., and Chapin, Davis. Sandra holds Series 7, Series 24, Series 63, and Series 65 licenses, and has been active in the industry since 1998. Sandra is registered with the state of Pennsylvania to provide investment advisory services and has a strong track record of helping individuals, families, and businesses reach 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
12/15/2021 - Present
Janney Montgomery Scott LLC (Wilkes-Barre PA)
MD
05/04/2021 - 12/15/2021
CHAPIN, DAVIS (BALTIMORE MD)
PA
01/05/2004 - 05/05/2021
JANNEY MONTGOMERY SCOTT LLC (KINGSTON PA)
PA
10/20/1998 - 01/21/2003
FIRST SECURITY INVESTMENTS, INC. (KINGSTON PA)
IA
Issued 11/25/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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