| Home Page | |
| Map/Driving Directions | |
| My Profile | |
| My Team | |
| How I Work With Clients | |
| Client Communications | |
| Financial Links | |
|
FAQ |
| Janney Home Page | |
| Testimonials | |
Abraham Moosa |
|
|||||||||||||
|
|
600 Grant St Suite 3100 Pittsburgh, PA 15219 |
|
||||||||||
|
|||||||||||||
Frequently Asked Questions
Q: What is the firm strength of Janney Montgomery Scott?
A: Various industry events continue to affect the financial markets, investors, and certain firms. It is important to all of us at Janney that our clients know that due to our policies and business practices, we have experienced minimal, if any, negative impact from these industry events.
A: Various industry events continue to affect the financial markets, investors, and certain firms. It is important to all of us at Janney that our clients know that due to our policies and business practices, we have experienced minimal, if any, negative impact from these industry events.
Q: Exchange traded funds are often recommended? What are they and should I consider ETFs for my portfolio?
A: Exchange Traded Funds have been increasing in popularity since the mid 1990’s. They are relatively low in costs and offer excellent diversification.
A: Exchange Traded Funds have been increasing in popularity since the mid 1990’s. They are relatively low in costs and offer excellent diversification.
Q: My mutual funds are underperforming. What should I do?
A: You should always compare your fund to its benchmark and risk measurements. Managers are paid to outperform their benchmark. Contact me for an evaluation.
A: You should always compare your fund to its benchmark and risk measurements. Managers are paid to outperform their benchmark. Contact me for an evaluation.
Q: I have investments held elsewhere. Do I need to transfer them?
A: There is no requirement to transfer outside investments to Janney. However, we may suggest that they are transferred if it is in your best interest to do so especially to avoid duplication and overlap.
A: There is no requirement to transfer outside investments to Janney. However, we may suggest that they are transferred if it is in your best interest to do so especially to avoid duplication and overlap.
Q: Will my account incur any fees?
A: There is no charge for setting up a new account. We offer no-fee services such as checking, debit card, bill-pay, money transfer and financial planning services. Certain types of investments do involve fees or commissions. I will fully disclose those costs to you.
A: There is no charge for setting up a new account. We offer no-fee services such as checking, debit card, bill-pay, money transfer and financial planning services. Certain types of investments do involve fees or commissions. I will fully disclose those costs to you.
Q: When I set up a meeting, am I under any obligation?
A: There is no charge and no obligation. We need to make sure that the chemistry fits.
A: There is no charge and no obligation. We need to make sure that the chemistry fits.
Q: I would like to retire in XX years. Can you help me?
A: After completing our Financial Planning Questionnaire and Retirement Analysis, you can enhance your chances for a successful retirement. Please contact me to discuss your retirement goals.
A: After completing our Financial Planning Questionnaire and Retirement Analysis, you can enhance your chances for a successful retirement. Please contact me to discuss your retirement goals.
Q: I currently have an accountant, tax attorney or insurance agent. Can they provide input to you for integration into my financial program?
A: Yes! This is the preferred model for financial relationships.
A: Yes! This is the preferred model for financial relationships.
Q: What is the firm strength of Janney Montgomery Scott?
A: Various industry events continue to affect the financial markets, investors, and certain firms. It is important to all of us at Janney that our clients know that due to our policies and business practices, we have experienced minimal, if any, negative impact from these industry events. As of January 2009, our capital base and liquidity are stable and we continue to be profitable.
Licensed in the following state(s): CA, FL, GA, IN, MA, MD, NC, NJ, NY, OH, PA, SC, TN, VA
A: Various industry events continue to affect the financial markets, investors, and certain firms. It is important to all of us at Janney that our clients know that due to our policies and business practices, we have experienced minimal, if any, negative impact from these industry events. As of January 2009, our capital base and liquidity are stable and we continue to be profitable.
|
|
||
|
|
||
|
|
||