Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Mc Greevy is an Investment Advisor Representative at Janney Montgomery Scott LLC. She has been in the industry since 1992 and has held previous positions at Morgan Stanley Smith Barney, Citigroup Global Markets Inc, Legg Mason Wood Walker, Incorporated, and Ferris, Baker Watts Incorporated. Shannon holds a Series 6, Series 7, Series 63, and Series 65 license and has a wide range of experience in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and 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
DC
01/04/2011 - Present
Janney Montgomery Scott LLC (WASHINGTON DC)
DC
06/01/2009 - 09/14/2009
MORGAN STANLEY SMITH BARNEY (WASHINGTON DC)
DC
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
MD
04/29/1996 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MD
08/24/1992 - 04/29/1996
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
CT
01/30/1992 - 09/10/1992
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
IA
Issued 03/06/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1994
Series 7 - General Securities Representative Examination
BC
Issued 01/28/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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