Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Sall is a financial advisor registered with Citigroup Global Markets Inc. located in New York, New York. Evan has been in the financial services industry for over 30 years and has a wealth of experience in helping clients achieve their financial goals. Evan specializes in asset allocation, financial planning, pension consulting, and portfolio management for both businesses and individuals. Evan is committed to providing clients with personalized service and a high level of attention to detail.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
08/03/2023 - Present
Citigroup Global Markets Inc. (New York NY)
CT
12/14/2015 - 08/04/2023
FLAGSTAR ADVISORS (Greenwich CT)
NY
12/22/2014 - 12/11/2015
FSC SECURITIES CORPORATION (NEW CITY NY)
NY
10/01/2012 - 11/14/2014
J.P. MORGAN SECURITIES LLC (BRONXVILLE NY)
NY
09/23/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BRONXVILLE NY)
NY
10/01/2009 - 09/02/2011
WELLS FARGO ADVISORS, LLC (WHITE PLAINS NY)
NY
08/19/2008 - 10/02/2009
WELLS FARGO INVESTMENTS, LLC (NEW YORK NY)
NY
10/30/2006 - 08/20/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
06/12/2006 - 11/28/2006
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NJ
12/06/2002 - 06/22/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
02/01/2000 - 12/17/2002
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
CA
05/05/1994 - 02/01/2000
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
NA
03/14/1994 - 04/05/1994
HAMBRECHT & QUIST INCORPORATED
NY
10/25/1989 - 03/30/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
BOTH
Issued 7/26/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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