Unclaimed
Christian Jeppesen is a registered representative with First Trust Advisors LP in Wheaton, Illinois. Christian has been in the industry since 1996. Christian is also registered as an Investment Advisor Representative in the state of Illinois.
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
05/22/2012 - Present
First Trust Advisors LP (WHEATON IL)
MI
07/19/1996 - 07/31/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 05/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/18/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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