Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Lynn Engle is an investment advisor representative at Cetera Investment Advisers LLC with over 12 years of experience in the financial services industry. Jamie Lynn is registered with FINRA and holds Series 6, 7, 63, and 65 licenses. Prior to Cetera Investment Advisers LLC, Jamie Lynn worked with LPL FINANCIAL LLC, UVEST FINANCIAL SERVICES GROUP, INC., NATCITY INVESTMENTS, INC., and CHASE INVESTMENT SERVICES CORP. Jamie Lynn offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.
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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2
IN
05/12/2017 - Present
Cetera Investment Advisers LLC (INDIANAPOLIS IN)
IN
07/05/2011 - 05/02/2017
LPL FINANCIAL LLC (MUNCIE IN)
IN
07/27/2009 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (MUNCIE IN)
IN
06/18/2007 - 07/02/2009
NATCITY INVESTMENTS, INC. (ANDERSON IN)
IN
07/11/2005 - 06/06/2007
CHASE INVESTMENT SERVICES CORP. (MUNCIE IN)
IA
Issued 9/16/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/7/2009
Series 7 - General Securities Representative Examination
BC
Issued 7/8/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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