Unclaimed
Robert Hensley is an investment advisor representative with First Trust Advisors LP, located in Wheaton, IL. Robert has been in the industry since 1998 and has a Series 63, 65, 7 and 31 licenses. Robert holds the Chartered Financial Analyst designation and specializes in portfolio management for individuals, businesses, 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
1
2
IL
05/24/2011 - Present
First Trust Advisors LP (WHEATON IL)
NY
12/03/1998 - 05/10/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 11/25/1998
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Robert Hensley is the right advisor for you? Invested Better is here to help.