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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shedrick? Claim Your ProfileShedrick Deangelo Crawford is a financial advisor with SEI Investments Management Corp. Shedrick has been a financial advisor since 2007 and has worked at several firms including VOYA FINANCIAL ADVISORS, INC. and TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. Shedrick is a Certified Financial Planner and holds the Series 6, 7, 24 and 66 licenses, and the SIE exam. Shedrick has experience providing financial planning services, educational seminars, and portfolio management for individuals, businesses, 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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2
GA
04/02/2024 - Present
SEI Investments Management Corp. (Woodstock GA)
CT
08/17/2015 - 03/27/2024
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
OH
06/19/2012 - 07/28/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DUBLIN OH)
NC
03/05/2007 - 05/22/2012
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 08/24/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/02/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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