Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Alexander Finkel is an Investment Advisor Representative registered in Connecticut. Evan has been in the securities industry since January 2017 and is currently associated with Integra Global Advisors LLC. Prior to joining Integra Global Advisors LLC, Evan was employed by Ipsos MMA in Norwalk, CT from March 2014, Anheuser Busch in New York, NY from February 2016, and Amazon in Boston, MA from June 2019. Evan holds the Series 65 and Series 63 securities licenses.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CT
01/11/2021 - Present
Integra Global Advisors LLC (Stamford CT)
BC
Issued 11/20/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/08/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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