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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 Engler is a financial advisor with Commonwealth Financial Network. Jeffrey has been a financial advisor since 1995 and holds licenses to provide financial advice in multiple states. Jeffrey is a Certified Financial Planner and is committed to helping clients reach their financial goals. Jeffrey works with a variety of clients, including individuals, families, businesses, and retirement plans. He is also licensed to sell fixed insurance products. Commonwealth Financial Network is a national firm headquartered in Waltham, Massachusetts, that provides a variety of financial services to individuals and families.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
07/29/2024 - Present
Commonwealth Financial Network (Glastonbury CT)
CT
08/12/2016 - 08/01/2024
OSAIC FS, INC. (EAST HARTFORD CT)
CT
01/04/2010 - 08/15/2016
INVESTORS CAPITAL CORP. (EAST HARTFORD CT)
CT
10/17/2003 - 12/31/2009
TOWER SQUARE SECURITIES, INC. (EAST HARTFORD CT)
MA
07/09/2002 - 10/08/2003
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
MA
09/13/1995 - 06/12/2002
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 11/13/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/12/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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