Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Yakle is a financial advisor with First Trust Advisors LP. Andrew has been in the financial services industry since 2005. Andrew is a registered representative with FINRA and a registered investment advisor with the state of Illinois. Andrew holds the Series 7, 24, 63 and 66 securities licenses. Andrew specializes in providing portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. Andrew has experience with a range of investments including equities, fixed income, mutual funds, and exchange-traded funds.
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
1
2
IL
08/01/2014 - Present
First Trust Advisors LP (WHEATON IL)
IL
06/10/2010 - 08/07/2014
J.P. MORGAN SECURITIES LLC (ALGONQUIN IL)
IL
08/29/2005 - 06/07/2010
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
10/27/2005 - 05/02/2006
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
05/05/2004 - 11/04/2004
ASSENT LLC (BOLINGBROOK IL)
BOTH
Issued 07/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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