Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Scandone is a financial advisor with Janney Montgomery Scott LLC. Susan has been in the financial services industry since 2002 and has experience working with both individual and institutional clients. Susan has a Series 7, Series 63, Series 9, Series 10, and Series 66 licenses. Susan holds a degree in Finance from the University of Pennsylvania and a Master of Business Administration from the Wharton School of Business. Susan is committed to providing her clients with personalized financial advice and guidance.
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
FL
10/23/2023 - Present
Janney Montgomery Scott LLC (Boca Raton FL)
FL
03/21/2014 - 10/17/2023
MORGAN STANLEY (Boca Raton FL)
PA
04/13/2012 - 03/14/2014
RAYMOND JAMES & ASSOCIATES, INC. (WAYNE PA)
PA
03/13/2009 - 04/19/2012
RBC CAPITAL MARKETS, LLC (WAYNE PA)
PA
07/02/2004 - 03/13/2009
FERRIS, BAKER WATTS, LLC (WAYNE PA)
CT
11/19/2002 - 07/29/2004
ADVEST, INC. (HARTFORD CT)
BOTH
Issued 02/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/25/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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