Unclaimed
Ellie Eldridge is a Registered Investment Advisor Representative, currently affiliated with First Trust Advisors LP. Ellie has a Series 65 license and is registered with the state of Florida. Ellie is a highly experienced financial professional with a strong background in portfolio management and financial planning. Ellie's career includes roles at Gyroscope Capital Management Group LLC, Florida Gulf Coast University and Cypress Lake High School.
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
11/04/2024 - Present
First Trust Advisors LP (WHEATON IL)
IA
Issued 12/07/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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