Unclaimed
Samuel Corr is a registered investment advisor representative with First Trust Advisors LP. Samuel is currently registered in Illinois and Massachusetts. Samuel has been in the industry since September 2012 and has experience with various financial institutions, including First Trust Direct Indexing, Northeastern University, Arrowstreet Capital, Wellington Management, and The Prout School. Samuel's areas of specialization include portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Samuel holds a Series 65 license and has expertise in investment management strategies.
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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MA
01/31/2025 - Present
First Trust Advisors LP (WALTHAM MA)
Active
Inactive
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