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Daniel Joel Lindquist

First Trust Advisors LP

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About Daniel Joel Lindquist

Daniel Lindquist is a registered Investment Advisor Representative with First Trust Advisors LP, a firm with offices in Wheaton, Illinois. Daniel specializes in providing portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Daniel holds the Series 7, Series 63 and Series 65 licenses and is a CFA charterholder. Daniel began his career in the financial industry in 1992. Before joining First Trust Advisors LP, Daniel worked at Nike Securities L.P. and Shay Financial Services Co.

Firm Information

Daniel Lindquist is currently registered with First Trust Advisors LP. First Trust Advisors LP is an investment advisor headquartered in Wheaton, Illinois, with over 210 billion in assets under management. The firm provides portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. They specialize in ETF development and management and offer a variety of investment strategies, including index tracking, active management, and alternative investments. First Trust Advisors LP also publishes periodicals and selects other advisors for its clients.
First Trust Advisors LP

120 E. LIBERTY DRIVE

WHEATON, IL 60187

$210.88B

Assets Under Management

Not reported

Total Clients

499

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fixed fees per unit (uits) for portfolio supervisory services

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Daniel Lindquist’s Registration & Firm History

IL

05/24/2011 - Present

First Trust Advisors LP (WHEATON IL)

IL

11/04/1997 - 03/13/2000

NIKE SECURITIES L.P. (WHEATON IL)

TX

04/02/1997 - 11/12/1997

SHAY FINANCIAL SERVICES CO. (IRVING TX)

IL

08/04/1992 - 02/03/1997

NIKE SECURITIES L.P. (WHEATON IL)

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Licenses & Designations

IA

Issued 08/27/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/06/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/07/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Joel Lindquist.
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