Unclaimed
Benjamin Maniscalco is a registered Investment Advisor Representative with SEI Investments Management Corp. in Oaks, PA. Benjamin has been in the industry for over six years and holds the Series 6, Series 63, and Series 65 licenses. Benjamin has prior experience with Prudential Annuities Distributors, Inc., and has experience serving individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses, banking or thrift institutions, and investment companies.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
12/11/2019 - Present
SEI Investments Management Corp. (OAKS PA)
PA
09/30/2014 - 03/15/2016
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (DRESHER PA)
IA
Issued 12/11/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Benjamin Maniscalco is the right advisor for you? Invested Better is here to help.