Unclaimed
Samantha Marie Kreitz is a registered representative with First Trust Portfolios LP, a firm based in Wheaton, IL. Samantha has been in the industry since September 23, 2009, and is licensed to sell securities in Illinois. Samantha has passed the Series 6 and Series 63 examinations, as well as the SIE exam. She is currently registered with FINRA and the state of Illinois.
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.
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.
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2
IL
09/23/2009 - Present
First Trust Portfolios LP (WHEATON IL)
BC
Issued 11/04/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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