Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shilpi? Claim Your ProfileShilpi Kundur is a financial professional with Janney Montgomery Scott LLC, a well-established firm offering various financial advisory services. Shilpi has been in the industry since July 2016 and holds the Series 99 and SIE licenses. Shilpi is registered with FINRA. Janney Montgomery Scott LLC manages approximately $85.9 billion in regulatory assets under management.
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
07/29/2016 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2016
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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