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Qualifications of Financial Advisor in Kingston

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Financial Advisors in Kingston, Pennsylvania
Financial Advisor Office Location Phone Number
Peter D. Shelp,CFP®,
Janney Montgomery Scott LLC
# Office Center 270 270 Pierce Street,
Kingston, PA  18704
(570) 283-8140
Glen Harding,
Harding's Wealth Managers
1310 Route 209,
Gilbert, PA  18331
(570) 977-7417
Harry Berman,
Financial Engines Advisors, LLC
1275 Glenlivet Dr. Suite 100,
Allentown, PA  18106
(484) 224-3056

Information on Qualified Financial Advisors in Kingston

Qualifications CRD# 1402904
Series 7, 10, 63

Compensation/Fee I am a Fee-Based financial professional, Based on Assets


Office Location # Office Center 270 270 Pierce Street,
Kingston,
PA 
18704
Phone Number (570) 2838140

About Janney Montgomery Scott LLC

How I Work With Clients Long-term focus and discipline start with a sound investment strategy. The first meeting is a complimentary consultation. I like to get acquainted with you and your family to discuss your current financial condition and determine your invetment objectives. Once we begin a business relationship, we proceed to gather all of your financial data, which includes current investments, income, assets, insurances and any debts or loans. Upon determining your goals and objectives, we then analyze the information and agree upon a financial plan. Once an investment plan is agreed upon, our team of specialists will work with your own independent tax and legal advisors. Our goal is to add value through a comprehensive planning approach. Regular portfolio reviews will then be scheduled to monitor your investments and rebalance as necessary. We will also discuss any life changes that may have occurred and the opportunities and challenges that they may present. This is what all present and future clients can expect. I welcome the opportunity to work with you as your investment partner.



Qualifications CRD# 4221841
FirmCRD# 139542
Series 7, 24, 65

Compensation/Fee I am a fee-based financial professional, Based on Assets


Office Location 1310 Route 209,
Suite 102,
Gilbert,
PA 
18331
Phone Number (570) 9777417

Glen Harding, owner and President of Harding's Wealth Managers (HWM), a Registered Investment Advisory firm (RIA) has been working in the investment advisory field for 18 years. HWM has been an RIA since March 2006. Glen is a former member of the South African Police Force, and spent 10 Years in the British Army as a soldier in the 1st Battalion the Black Watch (RHR) and served in Germany, Scotland, England, Northern Ireland and West Berlin. In 1990, Glen arrived on the shores of the United States, and started working for the British Information Services, on the Northern Ireland Desk. In 2000, Glen decided to further his interest in the Financial Markets, and began his career as an Investment Advisor in East Stroudsburg, PA. Glen created HWM in 2006, which is located in Gilbert, PA. Glen is married to Brigid, and lives in Lehighton, PA. He is a dog lover, and has 3, loves golf, scuba diving, traveling, gardening, cooking, and classical music.

About Harding's Wealth Managers

Harding's Wealth Managers (HWM) is a Registered Investment Advisory firm registered with the Pennsylvania Dept of Banking and Securities. HWM is a fee based firm, and has a Fiduciary responsibility to it's clients. We do not put our clients in mutual funds as we believe that that is unethical. Our clients pay us a fee to manage their investments, if we were to pass the management of those investments to a mutual fund company our clients would be paying twice for the service, hence we believe that doing such a thing is unethical. Our clients, can expect that we will be managing their assets, taking into account, risk tolerance, time horizon and client expectation of returns.



Qualifications CRD# 2190861
FirmCRD# 104510
Series 4, 6, 7, 24, 26, 53, 63, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 1275 Glenlivet Dr. Suite 100,
Allentown,
PA 
18106
Phone Number (484) 2243056

Joined Financial Engines in 2007. Began his career in the financial services industry in 1982. Successfully completed the Series 4, 7, 24, 53, and 66 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) certification(s). Master's degree in Finance and Marketing from University of Connecticut and Bachelor's degree in English from University of Rochester. Married to Michele. They have two children: Matthew and Hannah. Harry enjoys music, reading, movies, sailing, and spending time with family.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



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