Fred Kalkstein (CRD# 263438) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in East Hampton, NY and has over 39 years of experience in the finance industry.
CRD# 5005616
Wynkoop LLC
CRD# 6604951
William Joseph Capital Management, Inc.
CRD# 5469711
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Janney Montgomery Scott Inc. | New York, NY | Apr 1980 - Current | 44 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1985 |
- NJ
- NY
-
Total Assets Under Management85,895MILLIONS
-
Total Number of Accounts226,034ACCOUNTS
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Average Account Value$380,010
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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