Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Avgerinos is an investment advisor representative for Ellis Investment Partners, LLC. Evan has been in the industry since 1994 and has experience with various financial services, including insurance sales and investment management. Evan is registered with the state of Pennsylvania and holds Series 6, 7, 63 and 66 licenses. The advisor's primary focus is on providing financial planning and investment management services to individuals, corporations, charitable organizations, and pension plans.
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.
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.
Consulting services
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
PA
03/27/2012 - Present
Ellis Investment Partners, LLC (BERWYN PA)
PA
08/10/2001 - 12/31/2009
EQUITY SERVICES, INC. (VALLEY FORGE PA)
IN
06/20/1994 - 07/20/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/20/1994 - 07/20/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 12/18/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/17/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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