Unclaimed
Jennifer Henneberry is an investment advisor representative with First Trust Advisors LP. Jennifer has been in the industry since August 25, 2003. Jennifer is registered with the state of Illinois. Jennifer specializes in providing portfolio management services for individuals, investment companies, pooled investment vehicles, and businesses. Jennifer's firm, First Trust Advisors LP, is headquartered in Wheaton, Illinois. First Trust Advisors LP manages over $210 billion in assets.
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
10/10/2011 - Present
First Trust Advisors LP (WHEATON IL)
IA
Issued 10/07/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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