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Trey Joshua Widner

First Trust Advisors LP

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About Trey Joshua Widner

Trey Widner is a financial advisor with First Trust Advisors LP. Trey is registered with the state of Illinois and Texas and has been in the industry since 2019. Trey has a Series 66 and Series 63 license and a Series 7TO and SIE certification. Trey's background includes experience with First Trust Portfolios LP and other companies in the finance and technology sectors. Trey is committed to providing personalized financial advice to individuals, families, and businesses. Trey specializes in portfolio management for individuals, families, and businesses.

Firm Information

Trey Widner is currently registered with First Trust Advisors LP. First Trust Advisors LP is an investment advisor headquartered in Wheaton, Illinois, with over 210 billion in assets under management. The firm provides portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. They specialize in ETF development and management and offer a variety of investment strategies, including index tracking, active management, and alternative investments. First Trust Advisors LP also publishes periodicals and selects other advisors for its clients.
First Trust Advisors LP

120 E. LIBERTY DRIVE

WHEATON, IL 60187

$210.88B

Assets Under Management

Not reported

Total Clients

499

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fixed fees per unit (uits) for portfolio supervisory services

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Trey Widner’s Registration & Firm History

IL

06/12/2020 - Present

First Trust Advisors LP (WHEATON IL)

TX

03/03/2020 - 07/03/2024

FIRST TRUST PORTFOLIOS L.P. (Austin TX)

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Licenses & Designations

BOTH

Issued 06/05/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/03/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/03/2020

Series 7TO - General Securities Representative Examination

BC

Issued 12/23/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Trey Joshua Widner.
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