John Beltrami

About John Beltrami

I bring with me an extensive amount of experience, both professionally and personally…

Experience

1. Financial Advisor

   Janney Montgomery Scott LLC

   May 2010 — Present

   I embarked on the career path of Financial Advisor after working with respected professionals who helped manage my own portfolio. Learning from my position as a client, I developed an expectation of what is needed to provide the highest level of client service. Now that I am on the other side of the table, I have a keen understanding of what clients expect from a Financial Advisor. Before partnering with Janney, I did extensive research to find a firm that exhibited approachability, accessibility and accountability. I considered firms of various sizes and platforms and found Janney offered me the ability to focus solely on helping clients meet their investment goals using Janney’s wealth management suite of products and services. I have access to the Firm’s industry specialists, portfolio monitoring systems, continuing education division and strong management support.Since joining Janney, my goal has been to help my clients protect and grow their assets in a manner suitable to their needs and concerns. I strive to provide superior service and excellent guidance in an atmosphere of common respect. As a Financial Advisor, I work diligently to really get to know my clients. I believe this is essential to the process of developing, implementing, monitoring, and adjusting client investment portfolios, expenses, insurance needs and income sources throughout all stages of life. Above all, I want to earn my clients\' trust.

Education

• Penn State University

  BA/BS, Accounting

  1976 — 1980

Skills

• Accounting
• Investment Strategies
• Alternative Investments
• Strategic Planning
• Etfs
• Mergers & Acquisitions
• Risk
• Annuities
• Retirement
• Bonds
• Strategic Financial Planning
• Long Term Care
• Financial Advisory
• Investments
• Investment Advisory
• Tax
• Employee Benefits
• 401(K) Retirement Savings Plans
• Series 7
• Variable Annuities
• Financial Analysis
• Equities
• Life Insurance
• Finance
• 401k
• Asset Allocation
• Mutual Funds
• Risk Management
• Wealth
• Financial Risk
• Asset Management
• Securities
• Estate Planning
• Insurance
• Succession Planning
• Fixed Annuities
• Fixed Income
• Financial Planners
• Financial Services
• Long-Term Care