Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Gentile is a registered investment advisor representative with First Trust Advisors LP, based in Wheaton, Illinois. Steven is a Series 7, 63, and 66 licensed representative. Steven joined First Trust Advisors in August 2021, bringing over 10 years of experience in the financial services industry. Steven holds a Bachelor's Degree from Brookdale Community College. Steven specializes in working with investment companies, pooled investment vehicles, individuals, and corporations.
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
12/10/2021 - Present
First Trust Advisors LP (WHEATON IL)
BOTH
Issued 12/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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