Stacey Kea Altemus

Employer firm

Janney Montgomery Scott LLC CRD 463

$110B regulatory AUM 1,031 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2013 → 02/2017
  Securian Financial Services Inc.
  Newark, DE
• 12/2013 → 02/2017
  Minnesota Life
  St. Paul, MN
• 12/2013 → 02/2017
  Diamond State Financial Group
  Newark, DE
• 03/2017 → 02/2019
  Sun Fcu
  Philadelphia, PA
• 03/2017 → 02/2019
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 02/2019 → Present
  Janney Montgomery Scott
  Greenville, DE

Previous Registrations

• 2017-03-14 → 2019-03-12
  Cuna Brokerage Services, Inc.
  Maumee, OH
  Philadelphia, PA
• 2014-04-15 → 2017-03-02
  Securian Financial Services, Inc.
  Newark, DE

Other Businesses

Delaware Institute for the Arts in Education (DiAE), Wilmington, DE. DiAE provides public, private and charter schools with high quality, diverse arts programming that are aligned with statewide standards, and aligned with schools? goals and curricula. Volunteer Board Member - attending meeting. The board provides oversight and input on strategy and planning. Not compensated, not investment related, 1 hour/month.

Exams

• S66 Uniform Combined State Law Examination
  2014-02-27

Other Names

• Stacey Kea Stevenson