Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eva? Claim Your ProfileEva Melissa Drew is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Eva has been in the industry for several years, having worked previously at Wells Fargo Clearing Services, LLC in New York, NY. Eva holds the Series 66, SIE, and Series 7 licenses, as well as the Uniform Combined State Law Examination. Eva is registered with the state of Florida and Texas as an Investment Advisor Representative. Eva specializes in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Eva also holds a board member position for Hawkmoor Homeowners Association and owns Horizon West Plumbing. Eva is dedicated to providing her clients with the best possible financial advice and service.
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.
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.
Solicitation fees from 3rd party money managers
1
2
FL
05/17/2024 - Present
Cambridge Investment Research Advisors, Inc. (Winter Garden FL)
NY
05/01/2014 - 07/12/2021
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
BOTH
Issued 05/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2014
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Eva Drew is the right advisor for you? Invested Better is here to help.
