Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Alfred Chang is a registered investment advisor representative with Cetera Investment Advisers LLC and Advisornet Wealth Partners. Evan has been in the securities industry since 2001 and has worked in the financial services industry for over 14 years. Evan holds Series 7, 9, 10, 24, 55, 57TO, and 66 licenses. Evan has a strong track record of success and a deep understanding of the financial markets. Evan is committed to providing clients with personalized financial advice and guidance to help them 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.
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
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (MINNETONKA MN)
MN
11/13/2002 - 11/15/2019
RBC CAPITAL MARKETS, LLC (MINNEAPOLIS MN)
MN
10/17/2001 - 10/16/2002
MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)
BOTH
Issued 3/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/24/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 3/27/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/5/2001
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/8/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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