Chip Stanley Email & Phone Number
Senior Vice President, Wealth Management @ Janney Montgomery Scott LLC
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Chip Stanley Location
- Columbia, SC, US
Chip Stanley Work
- Senior Vice President, Wealth Management @ (September 2012 - Present)
- Portfolio Mangement Director @ (December 1991 - August 2012)
Chip Stanley Education
- The University of the South
BA (Political Science)
- University of Pennsylvania
Non-degree related courses: Real Estate Investment Analysis and Fundamentals of Finance and Accounting for the Non-Financial Executive
Chip Stanley Skills
- Chartered Retirement Planning Counselor
- Certified Wealth Strategist
- Financial Advisory
- Series 65
- Financial Services
- Series 7
- Risk Management
- FINRA
- Asset Allocation
- Investments
- Wealth Management
- Series 63
- Portfolio Management
- Insurance
- Mutual Funds
- Alternative Investments
- Finance
- Hedge Funds
- Securities
- Separately Managed Accounts
- Retirement Planning
- Trading
- Wealth Management Services
Chip Stanley Summary
- Chip Stanley, based in Columbia, SC, US, is currently a Senior Vice President, Wealth Management at Janney Montgomery Scott LLC. Chip Stanley brings experience from previous roles at Morgan Stanley. Chip Stanley holds a BA in Political Science @ The University of the South. With a robust skill set that includes Chartered Retirement Planning Counselor, Certified Wealth Strategist, Financial Advisory, Series 65, Financial Services and more. Chip Stanley has 3 emails and 1 mobile phone numbers on RocketReach.
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