Unclaimed
Alison Fishell is a financial advisor with over 20 years of experience in the industry. Alison is registered with SEI Investments Distribution Co. in Pennsylvania and holds Series 6, 7, 24, and 63 licenses. Alison joined SEI Investments Distribution Co. in August of 1998, working from the Oaks, Pennsylvania office.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
PA
08/20/1998 - Present
SEI Investments Distribution Co. (OAKS PA)
BC
Issued 08/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/14/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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