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Peter + D. Shelp - Financial Advisor in Kingston, PA

Paladin Research Report For:

Peter D. Shelp

Janney Montgomery Scott LLC

# Office Center 270 270 Pierce Street
Kingston, PA 18704
570-283-8140

General Information

CRD#
  • 1402904
Name of Broker/Dealer
  • Janney Montgomery Scott LLC
States Licensed in
  • Pa,NY,FLA,NJ,DE,CA
Years of Experience in Financial Services
  • 31
Number of Years with Current Firm
  • 21
Work with the following types of clients
  • Investment Clubs, Businesses, Non-Profit Organizations, Individual Investors
Advisory Services Provided
  • Investment Advice & Management, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Portfolio Management

Compliance

Registered Investment Advisor
  • Yes
Registered Representative
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • Have a clean record
Criminal Disclosures in Last 5 years
  • Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, AWMA®, ChFC®, Accredited Wealth Management Advisor(AWMA), CRPS®, CRPC®
Securities Licenses
  • Series 63, Series 7, Series 10
Insurance and Annuity Licenses
  • Disability, Annuity, Life, Variable Annuity, Long Term Care, Variable Life, Health
Financial Organization Memberships
  • Financial Planning Association (FPA), Society of Financial Services Professionals

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • $500000

Education

Master of Science - Business Management
  • Marywood
    5/20/1982 - 5/20/1984
BS - Parks Management
  • Penn State University
    5/10/1975 - 5/10/10979

BASIC INFORMATION NEEDED FOR THE INQUIRY