Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tobin? Claim Your ProfileTobin Crowder is a financial advisor with First Trust Advisors LP. Tobin is also an active registered representative in Illinois and New Jersey. Tobin specializes in the following areas: Investment Companies, Pooled Investment Vehicles, Individuals, Business Development Companies, High-Net-Worth Individuals, and Corporations. Tobin has been in the financial services industry since 1997.
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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2
IL
11/19/2009 - Present
First Trust Advisors LP (WHEATON IL)
NJ
11/07/2007 - 10/02/2009
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
NY
04/01/2004 - 10/04/2007
LAZARD ASSET MANAGEMENT SECURITIES LLC (NEW YORK NY)
NY
07/22/1999 - 04/01/2004
LAZARD FRERES & CO. LLC (NEW YORK NY)
VA
03/15/1999 - 07/30/1999
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
CT
05/28/1997 - 02/11/1999
GE INVESTMENT DISTRIBUTORS, INC (STAMFORD CT)
NY
12/05/1996 - 05/16/1997
CANTOR FITZGERALD & CO. (NEW YORK NY)
NY
12/05/1996 - 05/16/1997
CANTOR FITZGERALD SECURITIES (NEW YORK NY)
NY
03/11/1996 - 05/24/1996
FRED ALGER & COMPANY, INCORPORATED (NEW YORK NY)
IA
Issued 07/29/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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