UBS Financial Services
47yrs
Kenneth Catanella
Financial advisor
1735 Market Street, 44th Floor Mellon Bank Center.
Philadelphia, PA 19103
Philadelphia, PA 19103
Top advisor by experience in Philadelphia
10yrs
Kasseim Everett
Financial advisor at Janney Montgomery Scott
Kasseim Everett is a fiduciary financial advisor in Philadelphia, Pennsylvania, with 10 years in the industry. After a year at Merrill, Kasseim joined Janney Montgomery Scott in 2018, a firm offering financial planning, investment management, and retirement plan consulting. Janney Montgomery Scott reports being paid through a percentage of assets, flat fees, and commissions.
One of 1203 advisors with offices in Philadelphia, and one of 1105 fiduciaries.
At a glance
Experience10 years (since 2017)
How that compares ?10 years in the industry
Office1717 Arch Street 21st Floor, Philadelphia, PA 19103
How the firm is paid ?Percent of assets, Flat fee, Commissions, Other
Typical client at the firm ?$406,735
Advisors at the firm1,340
States licensed ?1 state
Services through Janney Montgomery Scott
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowJanney Montgomery Scott LLCCurrent firm
- Mar 2017 – Feb 2018MerrillPreviously
Contact Kasseim
Local office(215) 665-6609Ask for Kasseim. (215) 665-6000Main office 1717 Arch Street 21st FloorPhiladelphia, PA 19103Office · Get directions Facebook pageJanney Montgomery Scott
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Questions to ask Kasseim
Tailored to Kasseim’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kasseim
How do I contact Kasseim?
Call Kasseim’s local office at (215) 665-6609 or the Janney Montgomery Scott main office at (215) 665-6000, and ask for Kasseim Everett.
How long has Kasseim been a financial advisor?
Kasseim has been in the industry since 2017, about 10 years. 10 years in the industry.
What licenses does Kasseim hold?
Series 66. Tap any license on this page to see what it allows.
Is Kasseim a fiduciary?
Kasseim is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kasseim paid?
Janney Montgomery Scott reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, other fees. Ask Kasseim for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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