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Katherine Larned Urevig

First Trust Portfolios LP

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About Katherine Larned Urevig

Katherine Larned Urevig is a financial advisor with First Trust Portfolios LP. Katherine has been in the financial services industry since January 20, 1997. Katherine holds the Series 7 and SIE licenses. Katherine's current office is located at 120 E. Liberty Drive, Suite 400 in Wheaton, IL.

Firm Information

Katherine Urevig is currently registered with First Trust Portfolios LP. First Trust Portfolios LP is a Partnership formed in May 1991. It is registered with the SEC and in all 50 states as well as the District of Columbia and Puerto Rico. The firm has had 3 regulatory events disclosed.

Not reported

Assets Under Management

Not reported

Total Clients

114

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Katherine Urevig’s Registration & Firm History

IL

06/04/2007 - Present

First Trust Portfolios LP (WHEATON IL)

IL

01/21/1997 - 06/04/2007

VAN KAMPEN FUNDS INC. (OAKBROOK TERRACE IL)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/20/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Katherine Larned Urevig.
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