Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan McCollian is a financial advisor with Janney Montgomery Scott LLC, a firm with approximately $1 billion - $10 billion in assets under management. Susan has been working in the financial industry since September 17, 1986. Susan is a registered representative in four states. Susan holds Series 7, Series 63, and Series 99TO securities licenses. Susan specializes in providing financial planning and portfolio management services to both 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
10/01/2015 - Present
Janney Montgomery Scott LLC (BRYN MAWR PA)
PA
10/07/1999 - 07/11/2015
EMERGING GROWTH EQUITIES, LTD. (KING OF PRUSSIA PA)
PA
06/19/1997 - 09/09/1999
BOENNING & SCATTERGOOD, INC. (WEST CONSHOHOCKEN PA)
CA
04/12/1995 - 07/02/1997
PACIFIC GROWTH EQUITIES, INC. (SAN FRANCISCO CA)
NY
02/26/1988 - 03/31/1995
PENNSYLVANIA MERCHANT GROUP LTD. (NEW YORK NY)
NA
04/25/1986 - 01/29/1988
SHEARSON LEHMAN BROTHERS INC.
BC
Issued 06/06/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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