Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Thomas Wagner is a registered representative with First Trust Portfolios LP. Jack has been in the industry since December 4, 2021. Jack holds Series 7TO and SIE licenses and is licensed to sell securities in Illinois and Texas. Jack is currently working from the firm's branch office located at 500 West 5th Street, 8th Floor, Austin, TX. Prior to joining First Trust Portfolios LP, Jack worked at Purshe Kaplan Sterling Investments.
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.
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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TX
12/20/2021 - Present
First Trust Portfolios LP (Austin TX)
TX
08/30/2021 - 09/13/2021
PURSHE KAPLAN STERLING INVESTMENTS (Austin TX)
BC
Issued 06/29/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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