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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Patrick Donovan is a registered Investment Advisor Representative (IAR) at First Trust Advisors LP. John has been in the securities industry for over a year and has been with First Trust Advisors LP since September 2022. John's areas of expertise include portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. John holds the Series 63, Series 65, Series 7TO, and SIE licenses.
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
CA
04/18/2023 - Present
First Trust Advisors LP (SHERMAN OAKS CA)
IA
Issued 03/30/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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