Tatiana Eckel is a registered investment advisor, based in Oaks, PA, with 14 years of industry experience.
Location
One Freedom Valley Drive, Oaks, PA, 19456
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Sei Investments Management CORP
January 2024 - Present · 2 yrs 4 mos
Sei Investments Distribution CO.
January 2024 - Present · 2 yrs 4 mos
Sei Investments Distribution CO.Broker
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
December 2022 - February 2024 · 1 yr 2 mos
Charles Schwab & CO., INC.
December 2022 - February 2024 · 1 yr 2 mos
TD Ameritrade, INC.Broker
October 2022 - February 2024 · 1 yr 4 mos
TD Ameritrade Investment Management, LLC
October 2022 - September 2023 · 11 mos
Fidelity Personal and Workplace Advisors
April 2020 - September 2022 · 2 yrs 5 mos
Fidelity Brokerage Services LLCBroker
April 2020 - September 2022 · 2 yrs 5 mos
Stancorp Investment Advisers, INC.
December 2018 - April 2020 · 1 yr 4 mos
Stancorp Equities, INC.Broker
December 2018 - April 2020 · 1 yr 4 mos
Ohio National Equities, INC.Broker
September 2017 - September 2018 · 1 yr
Lincoln Financial Distributors, INC.Broker
September 2014 - August 2017 · 2 yrs 11 mos
Morgan Stanley
December 2013 - October 2014 · 10 mos
Morgan StanleyBroker
October 2013 - October 2014 · 1 yr
Pruco Securities, LLC.Broker
May 2011 - July 2013 · 2 yrs 2 mos
State Registrations1 state
PA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.