Unclaimed
Jenna Lynn Reddick is an investment advisor representative registered with First Trust Advisors LP. Jenna has been in the industry since December 3, 2021. Jenna is licensed in Illinois and Nevada and is a Series 63, 65, 7TO, and SIE license holder. Jenna also has experience in investing through Ren Holdings LLC, a merchant cash advance company located in Austin, TX.
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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2
IL
12/20/2021 - Present
First Trust Advisors LP (WHEATON IL)
IA
Issued 12/19/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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