Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Loyd Engel is an Investment Advisor Representative with Managed Asset Portfolios, LLC located in Rochester, MI. Dennis has been in the industry since 1997. Dennis has been associated with Managed Asset Portfolios, LLC since 2016. Dennis is also a Registered Representative for Managed Asset Portfolios, LLC and has a Series 7, 24, and 65 license. Dennis has previously worked at National Securities Corporation, Knight Capital Americas LLC, Knight Capital Americas, L.P., Icon Distributors, Inc., and Cim Securities, LLC. Dennis specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Dennis also offers financial planning services and pension consulting.
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.
Guidance on pension options to ensure a secure financial future.
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.
Portfolio management for trusts and offshore vehicles; model
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
MI
01/14/2019 - Present
Managed Asset Portfolios, LLC (ROCHESTER MI)
FL
07/29/2013 - 06/11/2014
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
NY
07/02/2012 - 07/15/2013
KNIGHT CAPITAL AMERICAS LLC (NEW YORK NY)
NJ
03/16/2012 - 07/02/2012
KNIGHT CAPITAL AMERICAS, L.P. (JERSEY CITY NJ)
CO
12/20/2011 - 03/16/2012
ICON DISTRIBUTORS, INC. (GREENWOOD VILLAGE CO)
NJ
05/28/2008 - 04/22/2009
CIM SECURITIES, LLC (WALL TOWNSHIP NJ)
CO
05/21/1992 - 09/18/2006
ICON DISTRIBUTORS, INC. (GREENWOOD VILLAGE CO)
IA
Issued 04/11/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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