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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Madeline? Claim Your ProfileMadeline Russell is an Investment Advisor Representative at SEI Investments Management Corp. Madeline has been in the financial services industry since 2013. Madeline has a Series 65 license and is registered with the state of Pennsylvania. Madeline specializes in providing financial planning, educational seminars, selection of other advisors, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
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
08/28/2023 - Present
SEI Investments Management Corp. (OAKS PA)
IA
Issued 08/28/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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