Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua David Weaver is a registered representative with First Trust Advisors LP. Joshua is registered with the state of Illinois and holds Series 66, Series 7 and SIE licenses. Joshua has 10 years of experience in the financial industry. Joshua is also a licensed Internet Marketing Consultant. First Trust Advisors LP provides portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. The firm has approximately $210 billion in assets under management.
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
1
2
ID
04/15/2013 - Present
First Trust Advisors LP (EAGLE ID)
BOTH
Issued 04/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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