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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harley? Claim Your ProfileHarley Brett Nager is a financial advisor with over 17 years of experience in the industry. Harley is a Certified Financial Planner™ professional and holds the Series 63, Series 65, Series 7, and SIE licenses. Harley is registered with SEI Investments Management Corp. in Pennsylvania. Harley is a specialist in retirement planning, college savings, estate planning, insurance planning, and investment management. SEI Investments Management Corp. is a large firm with over $194 billion in assets under management. The firm provides financial planning, portfolio management, and investment advisory services to individuals, families, businesses, and institutions.
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.
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2
PA
04/29/2008 - Present
SEI Investments Management Corp. (OAKS PA)
IA
Issued 04/28/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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