linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Melissa Marie Kretschmer

SEI Investments Management Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Melissa? Claim Your Profile

About Melissa Marie Kretschmer

Melissa Marie Kretschmer is an investment advisor representative associated with SEI Investments Management Corp. Melissa has been in the industry since 2008. Melissa holds licenses for securities offered through SEI Investments Management Corp., and is registered in Pennsylvania as an Investment Advisor Representative. Her experience includes working with OppenheimerFunds Distributor, Inc., J.P. Morgan Clearing Corp., and American Portfolios Financial Services, Inc.

Firm Information

Melissa Kretschmer is currently registered with SEI Investments Management Corp.. SEI Investments Management Corp. is an investment advisor headquartered in OAKS, PA. The firm manages approximately $1 billion - $10 billion in assets and provides a variety of advisory services, including financial planning, educational seminars, publication of periodicals, selection of other advisers, and portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer a wrap fee program. SEI Investments Management Corp. has a total of 93,301 clients, including high net worth individuals, charitable organizations, pension and profit-sharing plans, investment companies, and individuals other than high net worth. The firm's regulatory assets under management total $194,796,322,013.
SEI Investments Management Corp.

ONE FREEDOM VALLEY DRIVE

OAKS, PA 19456

$194.80B

Assets Under Management

Not reported

Total Clients

116

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Melissa Kretschmer’s Registration & Firm History

PA

06/05/2019 - Present

SEI Investments Management Corp. (OAKS PA)

NY

05/29/2013 - 04/30/2019

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)

NY

05/11/2011 - 06/07/2013

J.P. MORGAN CLEARING CORP. (NEW YORK NY)

NY

11/11/2008 - 05/06/2011

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (HOLBROOK NY)

Not sure if Melissa Marie Kretschmer is right for you?

Licenses & Designations

BOTH

Issued 01/30/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/10/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melissa Marie Kretschmer.
Not sure if Melissa Marie Kretschmer is right for you?