Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jarrett? Claim Your ProfileJarrett Engel is a financial advisor with LPL Financial LLC, a registered investment advisor. Jarrett has been in the industry since 1998 and is registered with the state of North Carolina and South Carolina. Jarrett has passed the Series 6, Series 63, Series 99TO, and the SIE exams. Jarrett has worked with a number of firms throughout his career, including MML Investors Services, LLC, MSI Financial Services, Inc., MetLife Investors Distribution Company, and MetLife Securities Inc. Jarrett has worked with a wide range of clients, including individuals, corporations, and pension plans. Jarrett's specializations include asset allocation, retirement planning, and insurance.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
12/21/2023 - Present
LPL Financial LLC (FORT MILL SC)
NC
10/01/2019 - 12/07/2023
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
03/25/2017 - 06/04/2019
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
06/19/2012 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NY
01/17/2012 - 06/26/2012
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
MA
08/12/1998 - 01/27/2012
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/12/1998 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 08/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jarrett Engel is the right advisor for you? Invested Better is here to help.
