Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Logan? Claim Your ProfileLogan William Schwartz is an Investment Advisor Representative associated with SEI Investments Management Corp. Logan William Schwartz's career in the financial industry began in June 2022. Logan William Schwartz's specializations include investment advisory services for individuals, investment companies, pooled investment vehicles, and businesses. Logan William Schwartz is registered in Pennsylvania.
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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PA
03/31/2023 - Present
SEI Investments Management Corp. (OAKS PA)
IA
Issued 03/31/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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