Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Evans is a financial advisor registered with Fidelity Personal and Workplace Advisors, working in their Palo Alto, California branch office. Brian has over 13 years of experience in the financial services industry, starting his career at UBS Financial Services Inc. in 2005. Brian holds the Series 7, 31, and 66 securities licenses as well as the SIE exam, and is licensed in 28 states. Brian specializes in investment advice, financial planning, and portfolio management for individuals, businesses, and charitable organizations.
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.
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2
CA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (PALO ALTO CA)
CA
06/16/2010 - 04/11/2011
MORGAN STANLEY SMITH BARNEY (MENLO PARK CA)
CA
01/09/2006 - 11/05/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (PALO ALTO CA)
NJ
08/04/2005 - 10/28/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 08/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 08/03/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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