Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Francis Testin is a registered Investment Advisor Representative with First Trust Advisors LP and has been in the industry since September 2001. Roger is licensed in Illinois and Texas. Roger is also a Chartered Financial Analyst. Roger's office is located in Wheaton, IL at the First Trust Advisors LP office. Roger specializes in the management of investment portfolios 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
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IL
01/07/2003 - Present
First Trust Advisors LP (WHEATON IL)
Active
Inactive
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