Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Jay Kaminsky is a financial advisor with Janney Montgomery Scott LLC and has been in the industry since April 29, 1997. Scott is registered with the Financial Industry Regulatory Authority (FINRA) and has licenses in 25 states. Scott has a Series 7, Series 31, and Series 63 licenses, and is also a Certified Financial Planner. Scott has worked for several firms over the years, including Wells Fargo Clearing Services, LLC, Morgan Stanley, and Citigroup Global Markets Inc. Scott specializes in financial planning, pension consulting, and portfolio management for individuals 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
06/09/2022 - Present
Janney Montgomery Scott LLC (BERWYN (Valley Forge) PA)
PA
05/09/2014 - 06/13/2022
WELLS FARGO CLEARING SERVICES, LLC (CHESTERBROOK PA)
PA
06/01/2009 - 05/27/2014
MORGAN STANLEY (BRYN MAWR PA)
PA
08/24/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PHILADELPHIA PA)
PA
03/12/1997 - 07/05/2006
MORGAN STANLEY DW INC. (WEST CONSHOHOCKEN PA)
IA
Issued 02/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 01/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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