Coleen Kramer Beal

Current Employers

Employment History

• 11/2013 → 09/2018
  Janney Montgomery Scott, Llc
  Baltimore, MD
• 09/2018 → 10/2024
  Janney Montgomery Scott Llc
  Westminster, MD
• 10/2024 → Present
  Janney Montgomery Scott Llc
  Westminster, MD

Previous Registrations

• 2009-06-01 → 2013-11-20
  Morgan Stanley
  Westminster, MD
  Baltimore, MD
• 2006-02-21 → 2009-06-01
  Citigroup Global Markets Inc.
  Westminster, MD
  New York, NY
  Westminster, MD
• 2005-10-26 → 2006-02-21
  Legg Mason Wood Walker, Incorporated
  Westminster, MD
• 2004-02-18 → 2004-04-20
  Equitable Advisors, Llc
  Columbia, MD

Other Businesses

1) Carroll County Chamber of Commerce; Board Member and Ambassador; 9 East Main St., Suite 105, Westminster, MD 21157; Start date: 01/01/2020; Board of Directors; Participate on 18 member Board to make business and planning decisions to promote a sound economic environment for our business; 6hrs/month; 0.30hr/day; Not Investment-related 2) Remarkabeal Services LLC, Taneytown, MD. Part owner with spouse; hauling/moving services. Devoted time of 5 hrs./month, not investment related. 3) Marriage and Relationship Education Center, Westminster, MD. Board Member (01/2020). Not investment related, not compensated, 5 hours/month. 4) Carroll Community College Foundation, Westminster, MD. Board Member (11/2024) - Enhance support of the Carroll Community College Foundation from the community. Not compensated, not investment related, 2 hours/month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-11-07
• S63 Uniform Securities Agent State Law Examination
  2001-04-04

Other Names

• Coleen M. Gilliland
• Coleen M. Kresyman
• Coleen M Kramer