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Michele Christine Toerpe

First Trust Portfolios LP

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About Michele Christine Toerpe

Michele Christine Toerpe is a financial advisor who has been active in the industry since June 11, 2020. Michele is currently registered with First Trust Portfolios LP in Wheaton, IL. Michele has passed the General Securities Representative Examination (Series 7TO) and the Securities Industry Essentials Examination (SIE).

Firm Information

Michele Toerpe is currently registered with First Trust Portfolios LP. First Trust Portfolios LP is a Partnership formed in May 1991. It is registered with the SEC and in all 50 states as well as the District of Columbia and Puerto Rico. The firm has had 3 regulatory events disclosed.

Not reported

Assets Under Management

Not reported

Total Clients

114

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Michele Toerpe’s Registration & Firm History

IL

06/12/2020 - Present

First Trust Portfolios LP (WHEATON IL)

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Licenses & Designations

BC

Issued 06/12/2020

Series 7TO - General Securities Representative Examination

BC

Issued 01/10/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michele Christine Toerpe.
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