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Tatiana Cristina parave Eckel

SEI Investments Management Corp.

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About Tatiana Cristina parave Eckel

Tatiana Eckel is a financial advisor with SEI Investments Management Corp. based in Oaks, PA. Tatiana has been working in the financial industry since 2011. Tatiana holds the Series 6, Series 7, and Series 66 securities licenses. Tatiana has previously worked at Charles Schwab & Co., Inc., TD Ameritrade, Inc., Fidelity Brokerage Services LLC, StanCorp Equities, Inc., Ohio National Equities, Inc., Lincoln Financial Distributors, Inc., Morgan Stanley and PRUCO Securities, LLC. SEI Investments Management Corp. provides financial planning, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles.

Firm Information

Tatiana Eckel 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.

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financial planning services

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

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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fixed fees

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

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percentage of assets

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

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performance-based fees

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

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Tatiana Eckel’s Registration & Firm History

PA

01/25/2024 - Present

SEI Investments Management Corp. (OAKS PA)

PA

12/01/2022 - 02/15/2024

CHARLES SCHWAB & CO., INC. (Radnor PA)

PA

10/12/2022 - 02/15/2024

TD AMERITRADE, INC. (Radnor PA)

PA

04/22/2020 - 09/28/2022

FIDELITY BROKERAGE SERVICES LLC (KING OF PRUSSIA PA)

OR

12/06/2018 - 04/20/2020

STANCORP EQUITIES, INC. (PORTLAND OR)

OH

09/22/2017 - 09/18/2018

OHIO NATIONAL EQUITIES, INC. (CINCINNATI OH)

PA

09/25/2014 - 08/29/2017

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

NJ

10/29/2013 - 10/03/2014

MORGAN STANLEY (VOORHEES NJ)

NJ

05/20/2011 - 07/16/2013

PRUCO SECURITIES, LLC. (MARLTON NJ)

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Licenses & Designations

BOTH

Issued 12/23/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/18/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/29/2013

Series 7 - General Securities Representative Examination

BC

Issued 05/18/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tatiana Cristina parave Eckel.
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