Unclaimed
Keith Litavsky is a registered investment advisor representative with First Trust Advisors LP. Keith has been in the industry since 1999 and is licensed in Illinois and Michigan. Keith is also a registered Investment Advisor in Illinois. Keith has passed several industry exams including the Uniform Securities Agent State Law Examination, the Uniform Combined State Law Examination, the General Securities Representative Examination, the Investment Company Products/Variable Contracts Representative Examination, and the Securities Industry Essentials Examination. Keith has a wide range of specializations including investment companies, variable contracts, mutual funds, ETFs, and other types of investment products.
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
07/24/2012 - Present
First Trust Advisors LP (WHEATON IL)
BOTH
Issued 07/23/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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