Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Wustefeld is a registered investment advisor representative with First Trust Advisors LP. Aaron has been in the industry since 2019 and has experience working with investment companies, pooled investment vehicles, corporations, and individuals. Aaron holds licenses for the Series 3, Series 7, Series 34, Series 66, and the SIE exam.
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.
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.
A percentage of the total value of assets under management is charged.
Fixed fees per unit (uits) for portfolio supervisory services
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2
IL
09/12/2022 - Present
First Trust Advisors LP (WHEATON IL)
BOTH
Issued 07/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/08/2022
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2020
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 02/04/2019
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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