Ken Haupt
First Vice President Investments, Financial Advisor @Janney Montgomery Scott LLC
Reading, PA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
May 2000 — Present
First Vice President Investments, Financial Advisor @Janney Montgomery Scott LLC
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As a financial advisor at Janney Montgomery Scott, I can help my clients manage their wealth through the recommendation of strategic asset allocation partnered with individualized stock selection to assist clients in the achievement of their financial goals.
EDUCATION
1986 — 1992
Penn State University
Bachelors
SKILLS
Asset AllocationMutual FundsPortfolio ManagementStrategic Financial PlanningFinancial PlanningSeries 7ManagementWealth ManagementFinancial AdvisorySecuritiesEstate PlanningRetirement PlanningInvestmentsFinanceCustomer ServiceInvestment StrategiesAlternative InvestmentsInvestment AdvisoryEquities
ABOUT KEN HAUPT
For over 20 years, I\'ve dedicated my career to helping investors manage their wealth…
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