Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Andrew Dienstag is a financial advisor who has been working in the industry since 1999. Evan has a strong track record of success and is committed to providing his clients with personalized financial advice. Evan currently works at Stifel, Nicolaus & Company, Inc., and previously worked at Wells Fargo Advisors, LLC and A.G. Edwards & Sons, Inc. He is registered to provide investment advice in Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Illinois, Mississippi, Montana, Nevada, New Jersey, New York, North Carolina, Oregon, Tennessee, Texas, Virginia, and Washington. Evan specializes in providing financial advice to individuals, families, and businesses. He holds a Series 66, Series 7, Series 9, Series 10, Series 31 and SIE license.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
01/14/2020 - Present
Stifel, Nicolaus & Company, Inc. (WESTLAKE VILLAGE CA)
CA
01/01/2008 - 09/06/2016
WELLS FARGO ADVISORS, LLC (WOODLAND HILLS CA)
CA
11/08/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SHERMAN OAKS CA)
NY
06/29/1999 - 11/11/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 07/27/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/29/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/24/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 06/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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