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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Josephs is an investment advisor representative associated with SEI Investments Management Corp. Kristin has been in the financial services industry for over 13 years. Kristin has been registered with SEI Investments Management Corp. since July 2014, with previous experience at FIDELITY BROKERAGE SERVICES LLC. Kristin holds licenses for the Series 7, Series 9, Series 63 and Series 65 exams. The firm is based in Oaks, Pennsylvania and manages assets for a wide variety of clients including individuals, high-net-worth individuals, corporations, charitable organizations, investment companies, banking and thrift institutions, pooled investment vehicles, pension and profit-sharing plans, and state or municipal government entities. SEI Investments Management Corp. offers a variety of investment advisory services including financial planning, portfolio management, educational seminars, and publication of periodicals.
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
07/30/2014 - Present
SEI Investments Management Corp. (OAKS PA)
NJ
02/15/2011 - 07/09/2014
FIDELITY BROKERAGE SERVICES LLC (BRIDGEWATER NJ)
IA
Issued 10/16/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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