Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Engel is a registered Investment Advisor Representative with First Trust Advisors LP, located in Wheaton, IL. Jack has been in the industry since 2019 and has experience working with individuals, high-net-worth individuals, investment companies, and pooled investment vehicles. Jack also has experience working with corporations or other businesses. Jack obtained his Series 63, Series 65, and Series 7TO securities licenses.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fixed fees per unit (uits) for portfolio supervisory services
1
2
IL
03/16/2022 - Present
First Trust Advisors LP (WHEATON IL)
NE
11/07/2019 - 06/30/2020
TD AMERITRADE, INC. (OMAHA NE)
IA
Issued 02/16/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jack Engel is the right advisor for you? Invested Better is here to help.
