Unclaimed
Daryl Evans is a financial advisor with Fifth Third Securities, Inc. based in WEST CHESTER, OH. Daryl has been in the securities industry since 1991 and has been registered with Fifth Third Securities, Inc. since 2015. Daryl's previous employers include MORGAN STANLEY and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Daryl holds the following securities licenses: Series 6, Series 7, Series 63, and Series 66. Daryl also holds the SIE exam. Daryl's specializations include portfolio management for individuals, portfolio management for businesses, selection of other advisors, and financial planning. Daryl's current registrations include Ohio and Texas.
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.
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.
Sponsor wrap fee program
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.
1
2
OH
12/01/2015 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
OH
02/07/2014 - 10/20/2015
MORGAN STANLEY (CINCINNATI OH)
KY
06/16/2011 - 01/10/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT MITCHELL KY)
MN
06/25/1991 - 12/31/2002
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
BOTH
Issued 7/7/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/10/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/15/2011
Series 7 - General Securities Representative Examination
BC
Issued 6/24/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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