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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Manson is a financial advisor with Morgan Stanley. Evan has been in the financial services industry for 7 years and is licensed in 31 states. Evan is a Series 66, SIE and Series 7 licensed professional. Evan specializes in providing asset allocation advice, financial planning, pension consulting, and educational seminars. Evan works with individuals, high net worth individuals, families, corporations, charitable organizations, insurance companies, pension plans, trusts and estates, and other institutions. Evan provides investment advisory services to individual clients, institutional clients, and high-net-worth clients. Evan's previous experience includes working as a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CO
05/31/2024 - Present
Morgan Stanley (Denver CO)
CO
11/14/2016 - 06/03/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DENVER CO)
BOTH
Issued 01/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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