Unclaimed
Selden Staples is an investment advisor representative with Janney Montgomery Scott LLC. Selden has been in the industry since 1984 and is registered in 23 states. Selden holds Series 3, 7, 9, 10, 31, and 63 licenses, as well as the SIE, and is also a Certified Financial Planner. Selden specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Selden previously worked for Wells Fargo Clearing Services, LLC, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc.
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
06/30/2020 - Present
Janney Montgomery Scott LLC (Royersford PA)
PA
03/19/2010 - 07/01/2020
WELLS FARGO CLEARING SERVICES, LLC (COLLEGEVILLE PA)
PA
06/01/2009 - 04/14/2010
MORGAN STANLEY SMITH BARNEY (BERWYN PA)
PA
03/16/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BERWYN PA)
PA
01/31/1990 - 04/10/2007
JANNEY MONTGOMERY SCOTT LLC (BALA CYNWYD PA)
NY
06/25/1985 - 02/14/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
04/18/1984 - 06/20/1985
FIRST JERSEY SECURITIES, INC.
BOTH
Issued 01/08/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/14/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 09/04/1985
Series 3 - National Commodity Futures Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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