Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catherine? Claim Your ProfileCatherine Veronica Evans is a financial advisor with over 26 years of experience in the financial services industry. Catherine is currently registered with J.p. Morgan Securities LLC and has been with them since December 2006. Prior to that, she was registered with Chase Investment Services Corp, Royal American Investment Services, Inc., CitiCorp Investment Services, BANC ONE Securities Corporation, First Chicago NBD Investment Services, Inc., John Hancock Distributors, Inc., and John Hancock Mutual Life Insurance Company. Catherine has a broad range of experience, including working with high-net-worth individuals, corporations, and institutions. She is also a Certified Financial Planner. Catherine's areas of expertise include financial planning, investment management, and retirement planning.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
09/13/2013 - Present
J.p. Morgan Securities LLC (Wheaton IL)
IL
12/19/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WHEATON IL)
IL
10/22/2000 - 07/03/2006
ROYAL AMERICAN INVESTMENT SERVICES, INC. (DOWNERS GROVE IL)
NY
07/07/1999 - 09/27/2000
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IL
02/01/1999 - 07/09/1999
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
09/29/1997 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
MA
04/12/1996 - 12/04/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
04/12/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 04/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/11/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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