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Deardra Charmaine Evans

Purshe Kaplan Sterling Investments

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About Deardra Charmaine Evans

Deardra Charmaine Evans is a financial professional with over 15 years of experience in the securities industry. Deardra holds the Series 6, 7, 24, 55, 57TO, 79TO, 99TO, and 63 licenses. She is currently registered with Purshe Kaplan Sterling Investments. Prior to joining Purshe Kaplan Sterling Investments, Deardra was employed at SUMMIT EQUITIES, INC.

Firm Information

Deardra Evans is currently registered with Purshe Kaplan Sterling Investments. Purshe Kaplan Sterling Investments is a Corporation formed on December 16, 1993 and is approved to operate in all 50 states, the District of Columbia, and the Virgin Islands. The firm has been registered with the SEC and has 10 regulatory event disclosures and 2 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

181

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Deardra Evans’s Registration & Firm History

NJ

08/23/2019 - Present

Purshe Kaplan Sterling Investments (Parsippany NJ)

NJ

04/09/2007 - 10/29/2018

SUMMIT EQUITIES, INC. (PARSIPPANY NJ)

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Licenses & Designations

BC

Issued 11/30/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/23/2016

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/14/2015

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 09/08/2008

Series 7 - General Securities Representative Examination

BC

Issued 04/06/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Deardra Charmaine Evans.
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