Susan
Whitesell
Janney Montgomery Scott LLC
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About this Advisor
Susan Whitesell is a financial advisor based in Wilkes Barre, Pennsylvania, working with Janney Montgomery Scott LLC. Susan has previously held positions at Janney Montgomery Scott Inc, Perfect Harmony Center For The Arts, and Wyoming Avenue Christian Church. Susan has passed the Series 63 regulatory exam and is registered to provide services in Pennsylvania and Texas. Currently, Susan is part of Janney Montgomery Scott LLC, which operates out of Wilkes Barre, Pennsylvania. The firm has 130 offices and 2,295 employees. The firm manages assets totaling $85.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Janney Montgomery Scott LLC includes asset-based, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Janney Montgomery Scott LLC Brokerage Details
$85,895,170,425
2,295
226,034
$380,010
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Susan Whitesell Work History
Wyoming Avenue Christian Church
Janney Montgomery Scott Inc
Perfect Harmony Center For The Arts
Disclosures
Please visit the SEC profile of Susan Whitesell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Janney Montgomery Scott LLC
Harrisonburg, VA
New Haven, CT
Raleigh, NC
Columbus, OH
Philadelphia, PA
Cockeysville, MD
Sewickley, PA
Towson, MD
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