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Nathaniel Hastings Eichert

SEI Investments Distribution Co.

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About Nathaniel Hastings Eichert

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.

Firm Information

Nathaniel Eichert is currently registered with SEI Investments Distribution Co.. SEI Investments Distribution Co. is a Corporation formed in 1981 and approved in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

88

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.

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.

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Nathaniel Eichert’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nathaniel Hastings Eichert.
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