Unclaimed
Nathaniel Hastings Eichert is a financial advisor with SEI Investments Distribution Co., located in Oaks, Pennsylvania. Nathaniel has been in the securities industry since January 24, 2018. Nathaniel has a Series 6, 7, 24, and 63 licenses and is registered in Pennsylvania. Nathaniel's previous experience includes working at Lincoln Financial Advisors Corporation, Lincoln Financial Securities Corporation, and Vanguard Marketing Corporation.
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.
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.
1
2
PA
02/13/2024 - Present
SEI Investments Distribution Co. (OAKS PA)
PA
07/03/2019 - 07/26/2022
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
PA
05/18/2016 - 06/25/2018
LINCOLN FINANCIAL ADVISORS CORPORATION (PHILADELPHIA PA)
PA
05/18/2016 - 06/25/2018
LINCOLN FINANCIAL SECURITIES CORPORATION (PHILADELPHIA PA)
PA
07/02/2015 - 06/09/2016
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 07/15/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2016
Series 24 - General Securities Principal Examination
BC
Issued 06/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/02/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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