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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dmarte? Claim Your ProfileDmarte Arafiles is an investment advisor representative at First Trust Advisors LP in Wheaton, IL. Dmarte has been in the industry since April 2020. Dmarte has passed the Series 7TO, Series 63, Series 6TO, and Series 65 exams. Dmarte has experience with J.P. Morgan Institutional Investments Inc. and Foreside Fund Services, LLC. First Trust Advisors LP is a firm based in Wheaton, IL that provides portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. The firm's approximate assets under management are $210,879,000,000. The firm's advisory services include portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm also publishes periodicals and selects other advisors.
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
12/10/2022 - Present
First Trust Advisors LP (WHEATON IL)
IL
04/27/2021 - 10/01/2022
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (CHICAGO IL)
IL
05/18/2020 - 04/01/2021
FORESIDE FUND SERVICES, LLC (Wheaton IL)
IL
02/14/2020 - 04/07/2020
J.P. MORGAN SECURITIES LLC (WHEATON IL)
IA
Issued 12/10/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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