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Jeffrey Miles Samuel

First Trust Portfolios LP

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About Jeffrey Miles Samuel

Jeffrey Samuel is a financial advisor with over 30 years of experience in the industry. Jeffrey holds the Series 7, Series 63 and SIE licenses. Jeffrey is currently registered with First Trust Portfolios LP in Austin, Texas. Jeffrey is also registered in Illinois.

Firm Information

Jeffrey Samuel is currently registered with First Trust Portfolios LP. First Trust Portfolios LP is a Partnership formed in May 1991. It is registered with the SEC and in all 50 states as well as the District of Columbia and Puerto Rico. The firm has had 3 regulatory events disclosed.

Not reported

Assets Under Management

Not reported

Total Clients

114

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.

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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Jeffrey Samuel’s Registration & Firm History

TX

11/17/1992 - Present

First Trust Portfolios LP (Austin TX)

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Licenses & Designations

BC

Issued 10/07/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Miles Samuel.
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