Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kavi? Claim Your ProfileKavi Shelar is a registered investment advisor representative for First Trust Advisors LP and is located in Wheaton, IL. Kavi has been in the industry since 2014 and has been registered with First Trust Advisors LP since January 2025. Kavi is a Chartered Financial Analyst and is licensed to provide financial advice in Florida and Illinois. Kavi specializes in providing investment advice to high net worth individuals, investment companies, pooled investment vehicles, and corporations or other businesses. First Trust Advisors LP offers a range of investment advisory services including portfolio management, publication of periodicals, and selection of other advisors.
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
FL
02/04/2025 - Present
First Trust Advisors LP (NAPLES FL)
Active
Inactive
Not sure Kavi Shelar is the right advisor for you? Invested Better is here to help.
