Unclaimed
Michael Eckhart is a registered representative with First Trust Advisors LP, a firm that provides portfolio management services. Michael has been in the industry since 2019, He has passed the Series 7TO and Series 66 exams and is currently licensed in Illinois. Michael specializes in serving clients such as investment companies, pooled investment vehicles, corporations, and individuals. The firm's advisory services include portfolio management for businesses, individuals, 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
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2
IL
08/05/2023 - Present
First Trust Advisors LP (WHEATON IL)
BOTH
Issued 08/05/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/23/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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