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 a financial advisor with Cetera Investment Advisers LLC in Indianapolis, IN. Jamie has over 12 years of experience in the financial services industry. Jamie Lynn Engle is registered with FINRA and the state of Indiana. Jamie's areas of expertise include financial planning, portfolio management, and retirement planning. Jamie has a strong understanding of the investment markets and can help clients develop and implement a financial plan that meets their individual needs.
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.
1
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 09/16/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/08/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jamie Engle is the right advisor for you? Invested Better is here to help.
