The arbitration claims filing by Fitapelli Kurta involve allegations of negligence against Hackensack, New Jersey based financial advisor Scott Palmer. Scott Palmer is no longer employed by Janney Montgomery and was “permitted to resign” in May.
“Our survey findings continue to highlight the positive effect that financial advisors can have on service members and their families,” said Scott Spiker, chairman/CEO of First Command Financial Services, Inc. “By coaching their clients to build.
We look forward to working with both GRPAA and Envestnet Retirement Solutions to bring the benefits of CITs to a wider audience of qualified retirement plans and their plan participants," said Scott ... financial wellness program for retirement plan.
BUSINESS WIRE)--Apriva, a leading provider of omnichannel payment solutions and secure mobile communications, announced today the addition of Scott Dowty as chief revenue ... wide solutions as a trusted advisor in payments and secure mobile communications.
Farmingdale, New Jersey–based Scott Newsholme, a tax preparer and investment advisor, bilked clients out of more than ... to think their assets were being invested according to their financial plans, he created fake account statements and stock.
Merrill Lynch wealth management advisor, Scott Hankins, has been named to Forbes America’s Top 500 Next Generation Wealth Advisor list. Hankins joined Merrill Lynch in 2007. As a senior financial advisor he leads a team from his Dearborn, MI office.
Keefe, Bruyette & Woods, Inc., A Stifel Company, Janney Montgomery Scott LLC and Ladenburg Thalmann & Co. Inc., a subsidiary of Ladenburg Thalmann Financial Services Inc ... owned portfolio companies, Trimaran Advisors, L.L.C. and Katonah Debt Advisors.
an independent practice with Wells Fargo Advisors Financial Network (FiNet). Hartman brings over $92 million in clients assets and 19 years of industry experience. Thayer (Terry) Potter, of Rumson, N.J., has recently left Janney Montgomery Scott LLC.
Using his past experience, he crafted Prelude Financial to be a firm as sophisticated as a boutique wealth management firm while not restricting itself to younger individuals. Scott's path to becoming the advisor he is today began long before he ever went.
“First Command is honored to partner with the Naval Academy Athletic Association as a proud sponsor of the athletic program at the U.S. Naval Academy,” said Scott ... pursuit of financial security. Since 1958, First Command Financial Advisors have.