Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Martin Engelke is an investment advisor representative with Blackrock Financial Management, Inc. John has been in the industry since December 12, 1995. John has Series 63, Series 65, Series 7, and SIE securities licenses. John is registered to provide investment advisory services in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
01/25/2022 - Present
Blackrock Financial Management, Inc. (NEW YORK NY)
MA
06/01/2001 - 10/18/2006
STATE STREET RESEARCH INVESTMENT SERVICES, INC. (BOSTON MA)
ME
08/18/1998 - 06/06/2001
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
OH
05/19/1997 - 07/06/1998
KEY INVESTMENTS INC. (CLEVELAND OH)
OH
08/25/1995 - 03/11/1997
KEY CLEARING CORP. (BROOKLYN OH)
IA
Issued 10/24/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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