Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dewey? Claim Your ProfileDewey Alan Engelsma is a financial professional with over 16 years of experience in the financial services industry. Dewey is registered with Advisory Alpha, LLC, a SEC Registered Investment Advisor and has experience in a variety of areas including fixed insurance, financial planning and education services. Dewey holds a Series 6, Series 7, Series 63 and Series 65 licenses. Dewey is also a Certified Financial Planner and a Chartered Financial Consultant.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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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MI
05/31/2023 - Present
Advisory Alpha, LLC (BYRON CENTER MI)
MI
12/16/2014 - 06/14/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Byron Center MI)
MI
11/05/2010 - 12/16/2014
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (KENTWOOD MI)
MI
12/11/2006 - 11/12/2010
NEW ENGLAND SECURITIES (GRAND RAPIDS MI)
IA
Issued 06/07/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/09/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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