Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lee Ference is a registered investment advisor representative. Matthew is currently employed by First Trust Advisors LP, and is registered with both FINRA and the state of Illinois. Matthew has been in the industry for over 8 years and has been employed by First Trust Advisors since 2015. Matthew has passed the Series 66, Series 7 and SIE exams. Matthew is a financial professional who provides financial advice to individuals, businesses and investment companies.
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
11/29/2018 - Present
First Trust Advisors LP (WHEATON IL)
BOTH
Issued 05/12/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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