Stacey Altemus (CRD# 4347961) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Greenville, DE and has over 10 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Janney Montgomery Scott | Greenville, DE | Feb 2019 - Current | 5 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Mar 2017 - Feb 2019 | 1 |
| Sun Fcu | Philadelphia, PA | Mar 2017 - Feb 2019 | 1 |
| Securian Financial Services Inc. | Newark, DE | Dec 2013 - Feb 2017 | 3 |
| Minnesota Life | St. Paul, MN | Dec 2013 - Feb 2017 | 3 |
| Diamond State Financial Group | Newark, DE | Dec 2013 - Feb 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2014 |
- DE
- PA
- TX
-
Total Assets Under Management85,895MILLIONS
-
Total Number of Accounts226,034ACCOUNTS
-
Average Account Value$380,010
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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