Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Whitesell is a financial advisor with Janney Montgomery Scott LLC, a large broker-dealer with over $10 billion in regulatory assets under management. Susan has been a registered representative in the securities industry since 1994. Susan is also a registered investment advisor representative, and she is licensed to provide investment advice in Pennsylvania and Texas. Susan has a variety of specializations, including financial planning, portfolio management for businesses, and portfolio management for individuals.
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
02/04/2019 - Present
Janney Montgomery Scott LLC (Wilkes-Barre PA)
NY
11/25/1996 - 03/28/1997
FLEET SECURITIES INC. (NEW YORK NY)
NA
09/08/1995 - 12/04/1996
FMG SECURITIES CORP.
NY
10/05/1994 - 01/31/1996
NATWEST INVESTOR SERVICES CORPORATION (NEW YORK NY)
PA
06/17/1994 - 09/29/1994
PNC SECURITIES CORP (PITTSBURGH PA)
NA
05/24/1994 - 07/14/1994
FIRST EASTERN BROKERAGE SERVICES, INC.
BC
Issued 06/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/15/1986
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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