Brian Lee

Executive Vice President, Branch Office Manager at Janney Montgomery Scott

Role: Executive Vice President, Branch Office Manager at Janney Montgomery Scott LLC
Location: Allentown, PA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Brian Lee

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on…

Experience

Executive Vice President, Branch Office Manager
Janney Montgomery Scott LLC
Dec 1980 — Present

Skills

Equities
Investment Strategies
Alternative Investments
Investments
Retirement
Strategic Financial Planning
Investment Advisory
Financial Planning
Fixed Annuities
Retirement Planning
Financial Services
Finra
Leadership
Securities
Estate Planning
Series 63
Asset Management
Series 7
Portfolio Management
Trading
Mutual Funds
Asset Allocation
Wealth Management

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