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Jane Elizabeth Marchetti

SEI Investments Distribution Co.

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About Jane Elizabeth Marchetti

Jane Elizabeth Marchetti is a financial professional with experience in the financial services industry. Jane has a Series 7TO, SIE, Series 63, and Series 65 licenses. Jane is currently registered with SEI Investments Distribution Co. in Pennsylvania and Mississippi and previously worked for Goldman Sachs & Co. LLC. Jane is also a Series 24 Principal.

Firm Information

Jane Marchetti is currently registered with SEI Investments Distribution Co.. SEI Investments Distribution Co. is a Corporation formed in 1981 and approved in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

88

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Jane Marchetti’s Registration & Firm History

PA

05/02/2024 - Present

SEI Investments Distribution Co. (OAKS PA)

NY

11/18/2022 - 11/24/2023

GOLDMAN SACHS & CO. LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/09/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/14/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/31/2024

Series 24 - General Securities Principal Examination

BC

Issued 11/18/2022

Series 7TO - General Securities Representative Examination

BC

Issued 11/14/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jane Elizabeth Marchetti.
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