Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eva? Claim Your ProfileEva Bull Abate is a financial advisor with over 28 years of experience in the industry. Eva is currently registered with LPL Financial LLC, a firm with over 20,000 licensed advisors. Eva is registered in multiple states including Louisiana, Texas, Alabama, California and Colorado. Eva is a Certified Financial Planner™ and specializes in financial planning, portfolio management, and retirement planning. Eva has a strong track record of 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.
Guidance on pension options to ensure a secure financial future.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
LA
06/18/2004 - Present
LPL Financial LLC (LAKE CHARLES LA)
NY
10/28/1998 - 12/20/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
07/08/1992 - 07/24/1998
MARQUIS INVESTMENTS, L.L.C.
NA
08/15/1996 - 11/20/1996
MARQUIS INVESTMENTS, L.L.C.
BC
Issued 07/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1995
Series 7 - General Securities Representative Examination
BC
Issued 07/06/1992
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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