Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Temple? Claim Your ProfileTemple Alan Waltemeyer is an active investment advisor representative (IAR) with Janney Montgomery Scott LLC, based out of the firm's Ponte Vedra Beach, Florida office. Temple has been in the industry since 2019. Temple has a Series 66, Series 7TO, Series 9, Series 10, and SIE securities license. Before joining Janney Montgomery Scott LLC, Temple worked at AXA Advisors, LLC. Temple Alan Waltemeyer also has experience working at various organizations such as The Valley Inn, Community College of Baltimore County, and Towson University. Temple specializes in various areas, including asset allocation, investment strategies, retirement planning, and wealth 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
FL
09/20/2022 - Present
Janney Montgomery Scott LLC (PONTE VEDRA BEACH FL)
MD
05/13/2019 - 05/22/2020
AXA ADVISORS, LLC (COLUMBIA MD)
BOTH
Issued 09/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/22/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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