Unclaimed
Kevin Denardo is a registered investment advisor representative with First Trust Advisors LP based in Wheaton, Illinois. Kevin has been working in the securities industry since 1993 and holds Series 6, 7, 63, and 66 licenses. Kevin's previous experience includes working with WELLS FARGO ADVISORS, LLC and NIKE SECURITIES L.P. Kevin Denardo specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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
12/14/2011 - Present
First Trust Advisors LP (WHEATON IL)
IL
04/28/2008 - 05/10/2011
WELLS FARGO ADVISORS, LLC (NAPERVILLE IL)
IL
06/21/1993 - 01/09/1995
NIKE SECURITIES L.P. (WHEATON IL)
BOTH
Issued 05/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/18/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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