Stuart Singer Email & Phone Number
Executive Vice President and Wealth Management, Financial Advisor at Janney Montgomery Scott @ Janney Montgomery Scott LLC
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Stuart Singer Location
- Charlotte, NC, US
Stuart Singer Work
- 2022 -now Executive Vice President and Wealth Management, Financial Advisor at Janney Montgomery Scott @
- 2003 -2022 Senior Vice President and Wealth Management, Financial Advisor @
- 1988 -2003 Assistant Manager @ JC Bradford & Co/PaineWebber/UBS
- 1979 -1988 Assistant Manager - 1985 to 1988 @ Howard, Weil, Labouisse, Friedrichs
Stuart Singer 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
Stuart Singer Skills
- Series 5 - Interest Rages and Options
- Series 7 - General Securities
- Series 9 - Options
- Series 10 - MSRB Rules
- Series 15 - Foreign Currency
- Series 63 - Blue Sky
- Series 65 - Registered Investment Advisor
- Commodity and Futures
- General Insurance
- Long Term Care Insurance
- Accredited Wealth Management Advisor Designation
- Securities Industry since 1979
- Qualified Plans - 401K, 403-b, IRA, SAR, SEP
- Managed Money/Wealth Accumulation
- Endowments and Foundations
- Participant Education
- Retirement Planning
- Wealth Management
- Series 63
- Strategic Financial Planning
- Retirement
- Investment Advisory
- Investments
- Portfolio Management
- Asset Allocation
- Investment Strategies
- Equities
- Series 7
- Financial Planning
- Trading
- Securities
- Financial Markets
- IRAs
- Financial Services
- Mutual Funds
- Asset Management
- Financial Advisory
- Series 65
- Blue Sky
- Foreign Currency
- General Securities
- Series 10
- Msrb Rules
- Series 15
- Options
- Project Management
- Management
- Qualified Plans
- Sep
- Microsoft Excel
- Registered Investment Advisor
- Interest Rages and Options
- Series 5
- Banking
- Series 9
- Ira
- SAR
- 403 b
- 401k
- PowerPoint
Stuart Singer Summary
- Stuart Singer, based in Charlotte, NC, US, is currently a Executive Vice President and Wealth Management, Financial Advisor at Janney Montgomery Scott at Janney Montgomery Scott LLC. Stuart Singer brings experience from previous roles at Janney Montgomery Scott, JC Bradford & Co/PaineWebber/UBS and Howard, Weil, Labouisse, Friedrichs. Stuart Singer holds a 1976 - 1978 Master of Business Administration (M.B.A.) in Economics and International Business @ Tulane University. With a robust skill set that includes Series 5 - Interest Rages and Options, Series 7 - General Securities, Series 9 - Options, Series 10 - MSRB Rules, Series 15 - Foreign Currency and more. Stuart Singer has 3 emails and 2 mobile phone numbers on RocketReach.
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