Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Averyanna? Claim Your ProfileAveryanna Nicole Evans is a Registered Representative with Fidelity Personal AND Workplace Advisors. Averyanna is also a Registered Investment Advisor. Averyanna has been in the financial industry since February 2017. Averyanna is licensed in 53 states and the District of Columbia. Averyanna has passed Series 7, 63, 66, 9, and 10 exams, and also has Series 7, 63, and 66 licenses in Kentucky, Ohio, and Texas. The firm provides advisory services to Individuals, Businesses, and Pension & Profit Sharing Plans, and has $1 billion - $10 billion in assets under management.
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.
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.
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.
1
2
KY
10/10/2019 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
BOTH
Issued 10/08/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/18/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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