Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julius? Claim Your ProfileJulius Katz is an active investment advisor representative with First Trust Advisors LP, a Registered Investment Advisor (RIA) headquartered in Wheaton, Illinois. Julius holds the Series 66 and Series 7TO licenses as well as the Securities Industry Essentials Examination (SIE). Julius has over 12 years of experience in the financial industry. Julius Katz's prior experience includes working for Oracle, Auburn University, and the US Army. Julius has a diverse background that makes him a valuable resource for investors.
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
IL
03/27/2023 - Present
First Trust Advisors LP (WHEATON IL)
BOTH
Issued 02/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/04/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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