Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Sean Farrell is an Investment Advisor Representative at SEI Investments Management Corp.. Michael has been in the industry since 1982 and holds a Series 63, Series 65, Series 7 and Series 24 licenses. Michael's prior registration was with SEI INVESTMENTS DISTRIBUTION CO. where Michael worked from 1993 to 2007. Prior to that Michael was registered with DEAN WITTER REYNOLDS INC from 1982 to 1988. Michael works out of the OAKS, PA office of SEI Investments Management Corp.. Michael is registered in 24 states and holds a total of 5 licenses.
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
11/18/2013 - Present
SEI Investments Management Corp. (OAKS PA)
PA
11/24/1993 - 06/06/2007
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
NA
11/24/1982 - 01/12/1988
DEAN WITTER REYNOLDS INC.
IA
Issued 02/28/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2001
Series 24 - General Securities Principal Examination
BC
Issued 11/22/1993
Series 7 - General Securities Representative Examination
BC
Issued 12/11/1982
Series 5 - Interest Rate Options Examination
Active
Inactive
Not sure Michael Farrell is the right advisor for you? Invested Better is here to help.
