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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn William Engel is a financial advisor with over 20 years of experience in the industry. John is currently registered with J. W. Cole Advisors, Inc. in Florida, serving individual clients, high-net-worth individuals, corporations, and charitable organizations. John has previously worked at several firms including G-2 TRADING, LLC and CHARLES SCHWAB & CO., INC. John holds the Series 7, 7TO, 56, 63 and 66 securities licenses. John is a member of the Financial Planning Association and offers a variety of services including financial planning, portfolio management, and consulting.
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.
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.
Hourly & fixed rate consulting
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
FL
11/02/2022 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
NY
09/11/2012 - 08/08/2013
G-2 TRADING,LLC (NEW YORK NY)
NY
04/27/2006 - 04/19/2007
GENERIC TRADING OF PHILADELPHIA, LLC (NEW YORK NY)
TX
08/25/2000 - 07/05/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 09/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/07/2022
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2012
Series 56 - Proprietary Trader Qualification Examination
BC
Issued 08/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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