At First Trust, we are single-minded about providing innovative, high quality, and cost-effective investment portfolios. We partner with advisors at our client firms, providing them a better way to invest for their investor clients, which we believe will maximize their investment plans and enhance the potential of their financial futures. Our Unit Investment Trust (UIT) consulting team is dedicated to serving the interests of our Financial Advisor partners and their clients. We are committed to helping financial advisors:•make prudent portfolio recommendations to their clients. •offer exceptional client service.•run successful businesses.Specialties • Unit Investment Trusts (UITs) & Exchange Traded Funds (ETFs)• Investment Management • Presentations & Public Speaking• Advisor Business Practices• Client Service• Relationship Development • Sales• Teamwork
Listed skills include Investment Management, Financial Services, Customer Service, Sales, and 6 others.