Peni Sue Warren

Peni Sue Warren

Senior Vice President, Senior Financial AdvisorJANNEY MONTGOMERY SCOTT
Lewes, DE
·CRD# 1157535·43 years registered

Professional Summary

Peni Sue Warren, who also goes by Peni Sue Galentine, is a registered financial advisor currently at JANNEY MONTGOMERY SCOTT LLC located in Lewes, Delaware. Peni is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Peni has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

$100K–$250K

Account Minimum

250–500

Active Clients

Services Offered

  • Estate & Legacy Planning
  • Financial Planning
  • Retirement Planning

Biography

Peni G. Warren is a Wealth Management Senior Financial Advisor at Merrill. Having joined Merrill in 1982, she has 39 years of experience. Peni assists clients, both individuals and businesses, with investment portfolio construction and wealth management planning. She integrates strategic coordination with client’s tax specialists and attorneys to help create a personalized solution for each client. Peni has served on The Bayhealth Foundation Board, currently serves as Chair of Investments for the Delaware State...

Other Aliases

Peni Sue Warren, Peni Sue Galentine

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