Unclaimed
Britt Francis Casey is a registered representative with First Trust Advisors LP. Britt has been registered with the Securities and Exchange Commission since September 2024. Britt has passed the Uniform Investment Adviser Law Examination and the Uniform Securities Agent State Law Examination. Britt's current registration is with the state of Illinois. Britt's specializations include securities, mutual funds, variable annuities, investment advisory services, pension and profit-sharing plans, and other financial products. Britt has previously worked at First Trust Portfolios L.P. and Savage Geese Studios. Britt's other business activities include driving professionally for a YouTube channel that reviews cars.
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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IL
09/11/2024 - Present
First Trust Advisors LP (WHEATON IL)
Active
Inactive
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