Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Parisi is a financial advisor with SEI Investments Distribution Co. located in OAKS, PA. Kathleen is registered with FINRA and the state of Pennsylvania. Kathleen has been in the industry since August 10, 2001 and has a Series 63, Series 7, Series 24, and SIE.
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
08/10/2001 - Present
SEI Investments Distribution Co. (OAKS PA)
BC
Issued 02/17/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kathleen Parisi is the right advisor for you? Invested Better is here to help.
