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Kevin Janiec

Financial Coach

West Chester, PA

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Current Employers
Financial Coach

940 E. Boot Rd. Suite 101, West Chester, PA 19380 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-03-25
  • PA RA
    APPROVED
    Since 2021-03-25

Branch Locations

940 E. Boot Rd. Suite 101, West Chester, PA 19380 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Malvern PA 07/2013 01/2021
Financialcoach West Chester PA 02/2021 Present
  • 07/2013 → 01/2021
    The Vanguard Group, Inc.
    Malvern, PA
  • 02/2021 → Present
    Financialcoach
    West Chester, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-11-06
S63 Uniform Securities Agent State Law Examination 2013-08-14
  • S65 Uniform Investment Adviser Law Examination
    2015-11-06
  • S63 Uniform Securities Agent State Law Examination
    2013-08-14
Designations

View on SEC IAPD

Other Firms

WEALTHCARE ADVISORY PARTNERS LLC
WEALTHCARE CAPITAL PARTNERS, LLC
LPL FINANCIAL LLC
WEALTHCARE CAPITAL MANAGEMENT LLC
KEY FINANCIAL, INC.
TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
PGIM INVESTMENTS LLC

Other Investors

STEPHEN VINCENT MCGUIRE
SMITHA THOMAS
TODD ANTHONY SCORZAFAVA
HENRY JOHN SAUR
JAMES JOSEPH KRAUSE
Stefan Nensala
Charles Dan Gray
Douglas Edward Grom

Other Offices

WEALTHCARE ADVISORY PARTNERS LLC · WEST CHESTER, PA
WEALTHCARE CAPITAL PARTNERS, LLC · WEST CHESTER, PA
LPL FINANCIAL LLC · WEST CHESTER, PA
WEALTHCARE ADVISORY PARTNERS LLC · Westchester, PA
WEALTHCARE CAPITAL MANAGEMENT LLC · WEST CHESTER, PA
KEY FINANCIAL, INC. · WEST CHESTER, PA
TRUIST ADVISORY SERVICES, INC. · WEST CHESTER, PA
WELLS FARGO CLEARING SERVICES, LLC · WEST CHESTER, PA

More in West Chester, PA

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