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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Ann Evans is an investment advisor representative with Fidelity Personal And Workplace Advisors. Emily Ann Evans is licensed to offer financial advice in Massachusetts, Michigan, Ohio, Texas and Utah. Emily Ann Evans has been working in the financial services industry since 2007.
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
OH
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE OH)
MI
07/06/2009 - 09/18/2013
LPL FINANCIAL LLC (HOWELL MI)
MI
01/23/2008 - 04/03/2008
UVEST FINANCIAL SERVICES GROUP, INC. (LAKE ORION MI)
MI
06/07/2007 - 02/05/2008
IFMG SECURITIES, INC. (LAKE ORION MI)
MI
03/29/2007 - 05/02/2007
PRIMEVEST FINANCIAL SERVICES, INC. (SAGINAW MI)
MI
02/15/2007 - 04/02/2007
IFMG SECURITIES, INC. (SAGINAW MI)
MI
01/08/2007 - 02/05/2007
IFMG SECURITIES, INC. (SAGINAW MI)
MI
09/22/2005 - 12/31/2006
TCF INVESTMENTS, INC. (SAGINAW MI)
BOTH
Issued 11/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/28/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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