Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan Engelsman is a financial professional with over 25 years of experience in the industry. Jeffrey has a strong background in investment company products and variable contracts, having held various roles at prominent financial institutions. Jeffrey is currently a registered representative with Foreside Fund Services, LLC. Jeffrey holds a Series 6, 7, 24, 63, and 66 licenses and is registered in California, New Jersey, New York, and Texas.
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.
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.
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2
TX
09/12/2023 - Present
Foreside Fund Services, LLC (DALLAS TX)
TN
10/15/2021 - 10/04/2022
B. RILEY WEALTH MANAGEMENT (MEMPHIS TN)
CA
09/05/2014 - 01/26/2021
TCW FUNDS DISTRIBUTORS LLC (LOS ANGELES CA)
NJ
08/09/2007 - 08/12/2014
NYLIFE DISTRIBUTORS LLC (PARSIPPANY NJ)
IL
09/19/2002 - 07/20/2005
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
NY
01/13/2001 - 09/20/2002
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
07/30/1999 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
CO
01/03/1997 - 07/16/1999
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
05/19/1999 - 07/12/1999
GREENWOOD INVESTMENTS, INC. (GREENWOOD VILLAGE CO)
CO
09/03/1996 - 06/30/1999
BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
08/23/1995 - 01/03/1997
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
NY
03/20/1995 - 08/31/1995
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 05/18/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1995
Series 7 - General Securities Representative Examination
BC
Issued 03/17/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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