Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Kokonas is an investment advisor representative with over 15 years of experience. Nicholas is currently registered with First Trust Advisors LP and has been with the firm since 2006. Nicholas holds multiple securities licenses including the Series 6, 7, 63, and 65. Nicholas's experience encompasses a wide range of clients, including individual investors, investment companies, pooled investment vehicles, and corporations. Nicholas specializes in portfolio management for individuals, investment companies, and pooled investment vehicles. Nicholas is also experienced in the publication of periodicals and selection of other advisors.
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
10/11/2011 - Present
First Trust Advisors LP (WHEATON IL)
IL
04/26/2006 - 06/14/2006
FIRST INVESTORS CORPORATION (LOMBARD IL)
IL
03/03/2006 - 04/04/2006
FIRST TRUST PORTFOLIOS L.P. (LISLE IL)
IA
Issued 07/05/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/02/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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