Douglas Velnoskey Receives CFP® Designation
Westminster, MD
05/28/2015 01:23 PM
 

Janney Montgomery Scott LLC (Janney), a leading full-service wealth management, financial services and investment banking firm headquartered in Philadelphia, PA, announced today Douglas P. Velnoskey, Senior Vice President/Wealth Management and Satellite Branch Manager at Janney’s Westminster, MD office, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. Mr. Velnoskey is the lead partner of the Velnoskey Wealth Management Group of Janney Montgomery Scott LLC. 

 

The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

 

CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 70,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.

 

About Janney Montgomery Scott LLC

 

Tracing its roots to 1832, Janney Montgomery Scott LLC provides comprehensive financial advice and superior service to individual, corporate and institutional investors. A full-ser­vice, financial services firm, Janney is committed to providing our clients advice through a wealth management approach by focusing on the delivery of strategic financial plans that utilize a variety of financial products and services best suited to help meet their financial goals. Janney is equally committed to providing our corporate and institutional clients ob­jective advice for the successful execution of their unique business plans. Janney provides advice and service to clients through a network of professionals in branch offices located along the entire east coast. Janney is an independently operated subsidiary of The Penn Mutual Life Insurance Company, and is a member of the New York Stock Exchange, Fi­nancial Industry Regulatory Authority and the Securities Investor Protection Corporation.

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Reference
Coleen Kramer Beal
443-201-2088
 
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