Unclaimed
Kent Eric Engelke is a financial professional with over 35 years of experience in the industry. Kent is currently registered with Capitol Securities Management, Inc. in Glen Allen, Virginia. Kent has a broad background in financial services having previously been employed at Davenport & Company LLC, Anderson & Strudwick, Incorporated, Sovran Investment Corporation, Dominick & Dominick, Incorporated, and First Investors Corporation. Kent is a licensed investment advisor representative in Virginia and holds several industry certifications. Kent is also the managing partner of two single-purpose real estate rental properties.
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
VA
08/25/2008 - Present
Capitol Securities Management, Inc. (GLEN ALLEN VA)
VA
04/13/2006 - 08/29/2008
DAVENPORT & COMPANY LLC (RICHMOND VA)
VA
11/13/1986 - 04/17/2006
ANDERSON & STRUDWICK, INCORPORATED (RICHMOND VA)
NA
05/14/1986 - 10/08/1986
SOVRAN INVESTMENT CORPORATION
NA
12/02/1985 - 04/10/1986
DOMINICK & DOMINICK, INCORPORATED
NA
11/08/1985 - 12/12/1985
FIRST INVESTORS CORPORATION
IA
Issued 06/13/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/1999
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/11/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 11/07/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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