Unclaimed
Danielle Franklin is a financial advisor with SEI Investments Management Corp. Danielle is registered with the state of Pennsylvania. Danielle has been in the industry for 4 years. Danielle has earned the Series 63, Series 7TO, and SIE licenses. Danielle specializes in financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Danielle holds the designations of Certified Financial Planner and Chartered Financial Consultant.
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
01/31/2024 - Present
SEI Investments Management Corp. (OAKS PA)
PA
04/12/2019 - 12/31/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (KNG OF PRUSSIA PA)
BC
Issued 04/30/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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