wiseradvisor


Peter D. Shelp, CRPC®, AWMA, ChFC®, CRPS®, CFP®, AWMA®
Janney Montgomery Scott LLC

Tel: 570-283-8140
# Office Center 270 270 Pierce Street
Kingston, PA 18704
Janney Montgomery Scott LLC | Financial Advisor in Kingston ,PA


About Peter D. Shelp

I am a Certified Financial Planner. Our focus is to determine risk tolerance and return expectations. Our goal is to get the best return with the least amount of risk with the best cost. We use some of the best portfolio managers including the American funds, Legg Mason, West End, Blackrock and Vanguard. Our team specializes in retirement planning and professional portfolio management. Check our website at www.kingstonretirementgroup.com to get an idea of our background in greater details.


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.

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General Information

Name of Broker/Dealer:   Janney Montgomery Scott LLC
States Licensed in:   Pa,NY,FLA,NJ,DE,CA
Number of Years with Current Firm:   21
Work with the following types of clients:   Businesses, Investment Clubs, Individual Investors, Non-Profit Organizations
Advisory Services Provided:   Investment Advice & Management, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Portfolio Management

Services

Investment Types:   Mutual Funds, Insurance, Fee Based Accounts, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Annuities, Options & Futures, Bonds, Stocks
Can meet clients in the following ways:   Our Office, Your Home, Phone, Email, Your Office

Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Annuity, Life, Variable Annuity, Long Term Care, Variable Life, Health
Financial Organization Memberships:   Financial Planning Association (FPA), Society of Financial Services Professionals

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $500000

Education

Master of Science  - Business Management   Marywood  - Scranton Pa
5/20/1982- 5/20/1984
BS  - Parks Management   Penn State University  - State College PA
5/10/1975- 5/10/10979

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1845693/wiseradvisor-janney-montgomery-scott-llc-detailed-disclosure.html

Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

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