Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Sullivan is a financial advisor based in Chicago, Illinois. Evan currently works for Vestor Capital, LLC. Evan has been in the industry since 2022. Evan is licensed to provide investment advice in Illinois. Evan has passed the Series 65, Series 63, Series 7TO, and SIE exams. Evan has experience with a wide range of financial products and services, and is committed to providing clients with personalized advice and strategies to help them 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.
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.
Credit and cash management solutions and insurance solutions
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.
Revenue sharing with frs, and on credit and cash mgt solutions
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2
IL
02/27/2024 - Present
Vestor Capital, LLC (CHICAGO IL)
CA
10/10/2022 - 09/13/2023
SANFORD C. BERNSTEIN & CO., LLC (SAN FRANCISCO CA)
IA
Issued 02/27/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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