Paul Karsevar
vice president investments financial advisor at janney montgomery scott llc@ Janney Montgomery Scott LLC
United States
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Paul Karsevar is a highly experienced Financial Advisor with over 30 years of experience in the financial services industry. He is licensed in FINRA Series 7, 63, 66, and health and life insurance. Prior to joining Janney, he worked for Herzfeld and Stern and Prudential Securities. Paul has a strong background in Accounting, and Finance, having worked for 23 years. He is also a member of the Morrisville Environment Advisory Committee. For more information, visit Janney's Relationship Summary (Form CRS) on www.janney.com/crs.
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Emails and Phone Numbers

@jmsonline.com
@janney.com
+1 833231****
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About

Paul has been in the financial services industry since 1981. He has over 30 years of experience as a Financial Advisor and is FINRA Series 7, 63, 66, and health and life insurance licensed. Prior to joining Janney in 1999, Paul worked for Herzfeld and Stern and Prudential Securities. He earned a BS of Accounting, and Finance from LaSalle College. Paul has been married to his wife Dana for 23 years. They have a son in the US Army, stationed in Fort Carson, CO, who was selected as soldier of the year for his battalion in 2014. When not in the office, Paul enjoys bike riding, gardening, playing the alto saxophone, heading to the beach with his wife, or skiing with is son. He has been active with the Morrisville Environment Advisory Committee since 2013.For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

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Work Experience

Philadelphia, US

Financial Services

2368
Phone
+1 2156656000

Paul Karsevar's Professional Milestones

  • vice president investments financial advisor at janney montgomery scott llc (1999-11-01~): Developing and implementing strategic investment investments to drive company growth and minimize risk.