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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Florence Mwaura (CRD# 6252496) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 8 years of experience in the finance industry.
Harley Nager (CRD# 5015923) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 18 years of experience in the finance industry. Harley Nager has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Duane Oakes (CRD# 4289046) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 21 years of experience in the finance industry.
Karim Ouazzi (CRD# 4448409) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 22 years of experience in the finance industry. Karim Ouazzi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Matthew Potter (CRD# 2498563) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 28 years of experience in the finance industry.
Scott Prichard (CRD# 6367139) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 9 years of experience in the finance industry.
Luke Quimby (CRD# 6406744) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 9 years of experience in the finance industry.
Andrew Quintois (CRD# 6743940) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 6 years of experience in the finance industry.
Christopher Rice (CRD# 3221078) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 22 years of experience in the finance industry.
Colton Richards (CRD# 6973546) is an Investment Advisor Representative working at Sei Investments Management Corp in Oaks, PA and has over 5 years of experience in the finance industry.