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Samuel Eugene Allan

First Trust Portfolios LP

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About Samuel Eugene Allan

Samuel Allan is a registered representative with First Trust Portfolios LP. Samuel is located in Wheaton, Illinois and has been in the industry since March 12, 2023. Samuel has passed the General Securities Representative Examination (Series 7TO) and the Securities Industry Essentials Examination (SIE).

Firm Information

Samuel Allan is currently registered with First Trust Portfolios LP. First Trust Portfolios LP is a Partnership formed in May 1991. It is registered with the SEC and in all 50 states as well as the District of Columbia and Puerto Rico. The firm has had 3 regulatory events disclosed.

Not reported

Assets Under Management

Not reported

Total Clients

114

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Samuel Allan’s Registration & Firm History

IL

03/13/2023 - Present

First Trust Portfolios LP (WHEATON IL)

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Licenses & Designations

BC

Issued 03/11/2023

Series 7TO - General Securities Representative Examination

BC

Issued 11/19/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Samuel Eugene Allan.
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