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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Howard Nellemann is an active investment advisor representative at First Trust Advisors LP. Jonathan Nellemann has been in the industry since October 4, 2016. Jonathan Nellemann is registered with FINRA and is also registered in Idaho, Illinois, Montana, Utah, and Wyoming. Jonathan Nellemann has passed the Series 3, Series 7, Series 66, and SIE exams. Jonathan Nellemann's current firm is First Trust Advisors LP located in Wheaton, IL.
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
10/19/2016 - Present
First Trust Advisors LP (WHEATON IL)
BOTH
Issued 10/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/13/2012
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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