Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Evans is a financial advisor at Pbmares Wealth Management LLC. Andrew has been a registered investment advisor since 2011. Andrew holds both Series 6 and Series 7 licenses. Andrew is a Certified Financial Planner and a Chartered Financial Consultant. Andrew has experience working with individual clients, corporations, and charitable organizations. Andrew's previous experience includes positions at MML Investors Services, LLC and Wells Fargo Advisors, LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
02/14/2022 - Present
Pbmares Wealth Management LLC (Fairfax VA)
MD
07/01/2013 - 02/04/2022
MML INVESTORS SERVICES, LLC (ROCKVILLE MD)
DC
11/01/2011 - 05/18/2012
WELLS FARGO ADVISORS, LLC (WASHINGTON DC)
IA
Issued 11/23/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/31/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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