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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 Chiarenzelli is an investment advisor representative at Craft Asset Management. Evan has been in the industry for over 12 years and holds Series 6, 7, 63, and 65 licenses. Evan specializes in providing financial planning and portfolio management services to both individuals and high-net-worth clients. Craft Asset Management is a Registered Investment Advisor (RIA) headquartered in Tampa, Florida. The firm provides financial planning and investment management services to a wide range of clients. The firm is known for its commitment to personalized service and its focus on helping clients 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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FL
07/05/2024 - Present
Craft Asset Management (TAMPA FL)
WV
10/13/2017 - 05/09/2019
PURSHE KAPLAN STERLING INVESTMENTS (Fort Gay WV)
CT
08/16/2013 - 09/08/2017
OPPENHEIMER & CO. INC. (SOUTHBURY CT)
VA
06/14/2011 - 08/23/2013
ING FINANCIAL PARTNERS, INC. (TYSONS CORNER VA)
IA
Issued 07/01/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/13/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
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Inactive
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