Unclaimed
Rhett Litavsky is an investment advisor representative with First Trust Advisors LP, located in Wheaton, IL. Rhett has been in the industry since July 2021. First Trust Advisors LP is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm provides a variety of investment advisory services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. The firm's primary client base is made up of investment companies, followed by individuals. Rhett is registered with the state of Illinois as an Investment Advisor Representative.
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
10/11/2021 - Present
First Trust Advisors LP (WHEATON IL)
IA
Issued 10/09/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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