Unclaimed
Pamela Martin is a registered representative with First Trust Advisors LP, a firm with offices in Wheaton, Illinois. Pamela's registration with FINRA and the state of Illinois began in May of 2012. Pamela has over 10 years of experience in the financial services industry. Her prior experience includes working for USANA Health Sciences in Salt Lake City, Utah. First Trust Advisors LP specializes in investment advisory services and portfolio management.
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
05/09/2012 - Present
First Trust Advisors LP (WHEATON IL)
BOTH
Issued 05/08/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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