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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Scott Englin is a registered Investment Advisor Representative with Intellicents Investment Solutions Inc. based in Albert Lea, MN. Jeffery Scott Englin has been in the industry for over 22 years. Jeffery Scott Englin has experience with several firms and is an active IA in the state of Minnesota. Jeffery Scott Englin specializes in advising individuals, high net worth individuals, and pension and profit-sharing plans.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MN
09/22/2014 - Present
Intellicents Investment Solutions Inc. (ALBERT LEA MN)
MN
01/04/2016 - 05/09/2016
INVESTORS CAPITAL CORP. (ALBERT LEA MN)
MN
09/30/2013 - 12/31/2015
LPL FINANCIAL LLC (ALBERT LEA MN)
MN
08/23/2004 - 10/02/2013
NFP SECURITIES, INC. (ALBERT LEA MN)
MN
07/01/2002 - 05/08/2003
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
11/23/1999 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
CA
03/08/1999 - 10/27/1999
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
04/15/1998 - 03/15/1999
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MN
10/22/1996 - 03/17/1997
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 06/20/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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