Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Euan? Claim Your ProfileEuan Livington is a financial advisor with Fidelity Personal and Workplace Advisors. Euan has been working in the financial services industry since 2018 and has a broad range of experience. Euan specializes in providing financial planning, investment management, and educational seminars. Euan is registered to provide investment advisory services in Pennsylvania and Texas. Euan has previously worked at Equitable Advisors, LLC and T. Rowe Price Investment Services, Inc. Euan is committed to helping clients achieve their financial goals.
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
PA
01/11/2024 - Present
Fidelity Personal AND Workplace Advisors (VILLANOVA PA)
PA
10/13/2020 - 09/07/2021
EQUITABLE ADVISORS, LLC (CONSHOHOCKEN PA)
MD
06/21/2018 - 07/31/2020
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
BOTH
Issued 03/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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