Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Duane Engler is an investment advisor representative with over 23 years of experience in the financial industry. David is currently registered with Osaic Institutions, Inc., and has held past registrations with FINANCIAL NETWORK INVESTMENT CORPORATION. David's registrations include both broker-dealer and investment advisor roles. David holds Series 7, 24, 51 and 66 licenses, and has a strong track record of providing financial advice to individuals, corporations, and charitable organizations. David has a diverse background in coaching, fitness instruction, and writing, and he brings these experiences to his role as a financial advisor.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
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2
MN
08/26/2024 - Present
Osaic Institutions, Inc. (St. Paul MN)
IL
10/23/2000 - 06/09/2006
FINANCIAL NETWORK INVESTMENT CORPORATION (CRYSTAL LAKE IL)
BOTH
Issued 01/17/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/09/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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