Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Steven Engelman is a financial professional who has been active in the financial industry for over 20 years. Jeffrey is a registered representative with Susquehanna Securities, LLC, and has a strong track record of providing investment guidance and support to clients. Jeffrey's career experience includes roles at Susquehanna Financial Group, LLLP, Susquehanna Capital Group and Susquehanna Investment Group, where he gained valuable expertise in the financial markets. Jeffrey holds several industry licenses including Series 7, Series 24, Series 55, and Series 57TO. Jeffrey is committed to serving the needs of his clients, providing them with personalized financial advice and helping them achieve their financial goals.
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.
1
2
PA
12/17/2014 - Present
Susquehanna Securities, LLC (BALA CYNWYD PA)
PA
07/15/2009 - 02/01/2022
SUSQUEHANNA FINANCIAL GROUP, LLLP (BALA CYNWYD PA)
PA
07/24/2002 - 04/14/2015
SUSQUEHANNA CAPITAL GROUP (BALA CYNWYD PA)
PA
01/28/2005 - 06/15/2009
SUSQUEHANNA INVESTMENT GROUP (BALA CYNWYD PA)
NY
12/01/2005 - 03/23/2006
SIG SPECIALISTS, INC. (NEW YORK NY)
PA
07/15/2002 - 12/20/2005
SUSQUEHANNA FINANCIAL GROUP, LLLP (BALA CYNWYD PA)
BC
Issued 09/17/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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