Steve Engels
Vorstandsvorsitzender bei CMG Global Holdings LLC
Ursprung des Netzwerks ersten Grades von Steve Engels
Einheit | Art der Einheit | Industrie | |
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Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs.
36
| Subsidiary | Investment Managers | 36 |
CMG Global Holdings LLC
CMG Global Holdings LLC Investment ManagersFinance CMG Global Holdings LLC (dba CMG Wealth Management) is an independent, SEC-registered investment advisor headquartered in Plano, Texas. Founded in 2018, CMG Wealth Management provides investment advisory services to individual and institutional clients.
1
| Private Company | Investment Managers | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Steve Engels
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
Wells Fargo Financial LLC
Wells Fargo Financial LLC Finance/Rental/LeasingFinance Wells Fargo Financial LLC provides financial services. It offers real estate-secured lending, automobile financing, consumer and private-label credit cards and commercial services to consumers and businesses. The firm serves industries and government entities through different stores in the U.S. and Canada. The company was founded by Jacob Levitt in 1897 and is headquartered in Des Moines, IA. | Finance/Rental/Leasing | Corporate Officer/Principal | |
Stephens, Inc.
Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Investment Banks/Brokers | Private Equity Investor | |
BMC Fund, Inc.
BMC Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous BMC Fund, Inc. is a closed-end, diversified investment company. The company is headquartered in Lenoir, NC. | Investment Trusts/Mutual Funds | Director/Board Member | |
SYNERGY BRANDS INC. | Food Distributors | Corporate Officer/Principal | |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal | |
Lincoln Financial Advisors Corp.
Lincoln Financial Advisors Corp. Investment Banks/BrokersFinance Lincoln Financial Advisors Corp. (LFA) is a registered broker-dealer headquartered in Fort Wayne, Indiana. The firm was founded in 1986 and formerly known as LNC Equity Sales Corp. They were acquired by Osaic, Inc. in 2024. LFA offers brokerage services to various investors. | Investment Banks/Brokers | Analyst-Equity | |
Lincoln Financial Distributors, Inc.
Lincoln Financial Distributors, Inc. Investment Banks/BrokersFinance Part of Lincoln National Corp., Lincoln Financial Distributors, Inc. provides fund management services. The company is based in Philadelphia, PA. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of Notre Dame | College/University | Undergraduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Brigham Young University | College/University | Undergraduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Investment Managers | Corporate Officer/Principal | |
University of Glasgow | College/University | Graduate Degree | |
Wake Forest University | College/University | Undergraduate Degree | |
Olivet College | College/University | Undergraduate Degree | |
University of North Carolina System | College/University | Undergraduate Degree | |
University of North Dakota | College/University | Undergraduate Degree | |
Dickinson State University | College/University | Undergraduate Degree | |
Kellogg School of Management | College/University | Masters Business Admin | |
Saint John's University | College/University | Undergraduate Degree | |
Wells Fargo Securities LLC
Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Equity | |
Calvin University | College/University | Undergraduate Degree | |
ShoreHaven Wealth Partners LLC
ShoreHaven Wealth Partners LLC Investment ManagersFinance ShoreHaven Wealth Partners LLC (ShoreHaven) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Red Bank, New Jersey. The firm was founded by Lawrence Durso, Michael Durso and Michael Lombardi in 2020. ShoreHaven offers a variety of wealth management services to a select group of affluent multigenerational families and high net worth individuals. | Investment Managers | Founder | |
Loyola Marymount University | College/University | Undergraduate Degree | |
San Diego State University | College/University | Graduate Degree | |
BEYOND COMMERCE, INC. | Information Technology Services | Corporate Officer/Principal | |
Coldwell Banker & Co.
Coldwell Banker & Co. Real Estate DevelopmentFinance Part of Avis Budget Group, Inc., Coldwell Banker & Co. provides commercial real estate brokerage services. | Real Estate Development | Corporate Officer/Principal | |
USC Marshall School of Business | College/University | Undergraduate Degree | |
Eastdil Secured LLC
Eastdil Secured LLC Investment Banks/BrokersFinance Eastdil Secured LLC provides real estate investment banking services. It offers wholesale and mortgage banking, investment banking, insurance agency, mortgage-backed securities & brokerage services. It has offices in Los Angeles, San Francisco, Washington, Boston, San Diego and Silicon Valley. The company was founded in 1967 and is headquartered in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
Columbia University School of the Arts | College/University | Graduate Degree | |
Sachem Acquisition Corp.
Sachem Acquisition Corp. Finance/Rental/LeasingFinance Sachem Acquisition Corp. is a blank check company formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination with one or more businesses. The company was founded on February 23, 2021 and is headquartered in Branford, CT. | Finance/Rental/Leasing | Corporate Officer/Principal |
Statistik
International
Vereinigte Staaten | 33 |
Vereinigtes Königreich | 2 |
Sektoral
Finance | 16 |
Consumer Services | 16 |
Miscellaneous | 2 |
Distribution Services | 2 |
Technology Services | 2 |
Operativ
Corporate Officer/Principal | 71 |
Undergraduate Degree | 30 |
Director/Board Member | 12 |
Founder | 11 |
Chief Executive Officer | 11 |
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