Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Donley is an Investment Advisor Representative at First Trust Advisors LP in WHEATON, IL. Scott has been in the industry since August 2015. Scott holds the Series 66, Series 7, and SIE exams. Scott is registered to provide investment advisory services in California, Illinois, and Nevada. Scott specializes in providing investment advisory services to individuals, corporations, pooled investment vehicles, and investment companies. Scott is also an advisor for First Trust Advisors LP, and has been with the company since July 2015.
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
09/02/2015 - Present
First Trust Advisors LP (WHEATON IL)
BOTH
Issued 09/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Donley is the right advisor for you? Invested Better is here to help.
