Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bleri? Claim Your ProfileBleri Bregu is a Registered Representative and Investment Advisor Representative with First Trust Advisors LP in Wheaton, IL. Bleri Bregu has been in the industry for 1 year and 5 months. Bleri Bregu has passed the Series 66, Series 7TO and SIE exams. Bleri Bregu has a background in real estate investment and previously worked with Nuveen Securities, LLC, LPL Financial LLC and Equitable Advisors, LLC.
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
08/12/2022 - Present
First Trust Advisors LP (WHEATON IL)
IL
05/26/2022 - 08/17/2022
NUVEEN SECURITIES, LLC (CHICAGO IL)
IL
05/20/2021 - 03/30/2022
LPL FINANCIAL LLC (DARIEN IL)
IL
03/11/2021 - 05/04/2021
EQUITABLE ADVISORS, LLC (OAK BROOK IL)
BOTH
Issued 06/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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