Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Whitney? Claim Your ProfileWhitney Eck Riley is a financial advisor with Janney Montgomery Scott LLC. Whitney has been working in the financial services industry since 2003 and has experience working for several other firms prior to joining Janney Montgomery Scott LLC. Whitney is registered in 24 states and holds several licenses including Series 6, 7, 63, and 65. Whitney is currently registered with Janney Montgomery Scott LLC in Texas and Virginia.
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
VA
11/30/2018 - Present
Janney Montgomery Scott LLC (Fredericksburg VA)
VA
10/31/2008 - 12/03/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FREDERICKSBURG VA)
DC
02/21/2006 - 11/18/2008
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
MD
07/14/2005 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MA
09/11/2003 - 06/17/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/11/2003 - 06/17/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 09/23/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/10/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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