Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Evans is a financial advisor with over 8 years of experience in the industry. Daniel Evans is currently registered with Bogart Wealth, LLC and previously worked at Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Daniel Evans is a Certified Financial Planner and holds the Series 7, Series 66, and SIE licenses. Daniel Evans specializes in providing financial planning and portfolio management services for individuals and high-net-worth individuals.
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.
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.
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TX
10/21/2022 - Present
Bogart Wealth, LLC (The Woodlands TX)
TX
12/04/2015 - 10/18/2022
WELLS FARGO CLEARING SERVICES, LLC (THE WOODLANDS TX)
TX
06/03/2014 - 12/08/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (THE WOODLANDS TX)
BOTH
Issued 07/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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