Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Smith is a financial professional with over 20 years of experience in the industry. Evan is currently registered with Northwestern Mutual Investment Services, LLC. Evan has a broad range of experience and holds licenses in multiple states. Evan has experience in providing a range of financial services including investment research and referrals to other advisers. Evan is based in Barboursville, WV and has been serving clients since 2004.
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.
Investment research; referrals to other advisers
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.
Referral fees
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2
WV
01/21/2004 - Present
Northwestern Mutual Investment Services, LLC (Barboursville WV)
IA
Issued 09/24/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/20/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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