Unclaimed
Bilqees Ikram is an investment advisor representative with First Trust Advisors LP. Bilqees has been in the industry since July 2004 and is registered in Illinois. Before joining First Trust Advisors LP, Bilqees worked at Guggenheim Funds Distributors, LLC, Millington Securities, Inc., Calamos Financial Services LLC, Chase Investment Services Corp., and Banc One Securities Corporation. Bilqees is a Series 6, 7, 63, and 66 licensed professional and holds the SIE certification.
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
01/28/2016 - Present
First Trust Advisors LP (WHEATON IL)
IL
09/24/2010 - 06/24/2014
GUGGENHEIM FUNDS DISTRIBUTORS, LLC (CHICAGO IL)
IL
03/24/2010 - 08/09/2010
MILLINGTON SECURITIES, INC. (NAPERVILLE IL)
IL
03/06/2006 - 03/09/2010
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
IL
08/16/2005 - 02/03/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
07/09/2003 - 12/08/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 03/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/07/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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