Unclaimed
Emily Evans is a registered investment advisor representative in Connecticut. Emily is currently employed by Hedgeye Risk Management, LLC. Emily has been registered in the securities industry since 1990 and has experience working for several firms, including Avondale Partners, LLC, Valubond Securities, Inc., J.C. Bradford & Co., Ward Bradford & Co., L.P. and Glickenhaus & Co.. Emily has also passed multiple industry exams, including the Uniform Investment Adviser Law Examination, Uniform Securities Agent State Law Examination, General Securities Principal Examination, Municipal Securities Principal Examination, Municipal Securities Representative Examination, and General Securities Representative Examination.
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.
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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.
Custom negotiated fees
1
2
CT
01/04/2019 - Present
Hedgeye Risk Management, LLC (STAMFORD CT)
TN
12/15/2011 - 02/12/2013
AVONDALE PARTNERS, LLC (NASHVILLE TN)
GA
08/01/2000 - 11/20/2001
VALUBOND SECURITIES, INC. (ATLANTA GA)
NY
03/09/1990 - 07/06/2000
J.C. BRADFORD & CO. (NEW YORK NY)
GA
04/08/1994 - 08/14/1996
WARD BRADFORD & CO., L.P. (ATLANTA GA)
NA
06/25/1985 - 08/11/1986
GLICKENHAUS & CO.
IA
Issued 01/04/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2001
Series 24 - General Securities Principal Examination
BC
Issued 03/20/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/26/2012
Series 52 - Municipal Securities Representative Examination
BC
Issued 12/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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