Unclaimed
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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