Stuart Singer

About Stuart Singer

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

Experience

1. Executive Vice President Wealth Management, Financial Advisor at Janney Montgomery Scott

   Janney Montgomery Scott LLC

   Jan 2022 — Present · Charlotte, NC, US

Education

• Tulane University

  Master of Business Administration (M.B.A.), Economics and International Business

  1976 — 1978

• City College of New York

  Bachelor of Science (BS), Science and Finance

  1972 — 1976

Skills

• Qualified Plans - 401k, 403-B, Ira, Sar, Sep
• Series 65 - Registered Investment Advisor
• Retirement Planning
• Long Term Care Insurance
• Securities Industry Since 1979
• Managed Money/Wealth Accumulation
• Commodity and Futures
• Investments
• Securities
• Financial Planning
• Series 63
• Participant Education
• Series 5 - Interest Rages and Options
• Series 10 - Msrb Rules
• General Insurance
• Series 15 - Foreign Currency
• Accredited Wealth Management Advisor Designation
• Financial Services
• Iras
• Investment Strategies
• Series 9 - Options
• Series 63 - Blue Sky
• Investment Advisory
• Asset Allocation
• Mutual Funds
• Series 7 - General Securities
• Financial Advisory
• Endowments and Foundations
• Series 7
• Equities
• Portfolio Management
• Wealth Management
• Retirement
• Strategic Financial Planning
• Financial Markets
• Trading
• Asset Management