Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matt? Claim Your ProfileMatt Engerer is a financial advisor with Raymond James & Associates, Inc. Matt has been working in the financial services industry since 1992. Matt is registered in Arkansas, California, Colorado, Florida, Idaho, Illinois, Indiana, Iowa, Michigan, Missouri, Nebraska, New Jersey, Ohio, Texas, Virginia and Wisconsin. Matt holds Series 7, Series 63 and Series 65 licenses. Matt is also registered as an investment advisor in Indiana and Texas.
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.
Please see note in schedule d - miscellaneous
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.
1
2
IN
01/23/2022 - Present
Raymond James & Associates, Inc. (Carmel IN)
IN
08/19/2005 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (INDIANAPOLIS IN)
NY
11/24/2000 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
OH
01/04/1999 - 12/06/2000
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
OH
06/01/1996 - 12/06/2000
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NY
08/03/1998 - 01/04/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
03/24/1995 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
NA
01/11/1995 - 06/01/1996
NATIONAL CITY INVESTMENTS CORPORATION
MO
06/22/1992 - 01/10/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 07/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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