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 Mattern is a financial advisor at Raymond James Financial Services Advisors, Inc. Evan has been working in the financial services industry since March 29, 2017, and has experience providing financial advice to individuals, corporations, and other institutions. Evan has a background in education and business, and holds a Series 7, Series 24, and Series 66 licenses. Evan is also a Certified Financial Planner.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MA
03/28/2024 - Present
Raymond James Financial Services Advisors, Inc. (Newton Lower Falls MA)
MA
08/10/2017 - 03/28/2024
COMMONWEALTH FINANCIAL NETWORK (NEWTON LOWER FALLS MA)
MA
03/21/2017 - 07/31/2017
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
BOTH
Issued 07/19/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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