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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey J Englert is a financial advisor who has been in the industry since 1993. Jeffrey is currently registered with Osaic Wealth, Inc. and is licensed to provide investment advisory services in Florida, Ohio, Pennsylvania, and West Virginia. Jeffrey has a diverse background, having previously worked for a number of other firms including Securities America, Inc., VOYA FINANCIAL ADVISORS, INC., and LOCUST STREET SECURITIES, INC. Jeffrey has a number of designations and licenses, including Series 6, 7, 63 and 65. Jeffrey specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Jeffrey also provides educational seminars on a variety of financial topics.
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
PA
06/14/2024 - Present
Osaic Wealth, Inc. (PITTSBURGH PA)
PA
08/14/2020 - 06/14/2024
SECURITIES AMERICA, INC. (PITTSBURGH PA)
PA
01/01/2004 - 08/19/2020
VOYA FINANCIAL ADVISORS, INC. (PITTSBURGH PA)
IA
01/03/2003 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NY
05/03/1999 - 01/03/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
10/21/1996 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
CA
11/30/1993 - 10/08/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 05/06/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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