Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Orr is a financial advisor at First Trust Advisors LP. Daniel has over 17 years of experience in the financial industry and holds a Series 6, 7, 63 and 65 licenses. Daniel is registered with the state of Illinois and Texas. Daniel previously worked at FTN Financial Securities Corp, Sterne Agee & Leach, Inc., Performance Trust Capital Partners, Inc., and First Trust Portfolios L.P.. Daniel specializes in providing investment advice to individuals, families, and businesses.
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
09/16/2019 - Present
First Trust Advisors LP (WHEATON IL)
IL
04/16/2015 - 04/03/2019
FTN FINANCIAL SECURITIES CORP (Lisle IL)
IL
05/04/2012 - 04/22/2015
STERNE, AGEE & LEACH, INC. (LISLE IL)
IL
01/19/2005 - 11/03/2006
PERFORMANCE TRUST CAPITAL PARTNERS, INC. (CHICAGO IL)
IL
08/03/2001 - 01/18/2005
FIRST TRUST PORTFOLIOS L.P. (WHEATON IL)
IA
Issued 09/16/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/01/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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