Unclaimed
Evan Davies is a financial professional with over 10 years of experience in the industry. Evan is currently registered as a Registered Representative and Investment Advisor Representative with W&S Brokerage Services, Inc. Evan specializes in providing financial advice to individuals and families, and has extensive experience with investment management and insurance products. Evan has worked for several financial firms throughout his career, including Pruco Securities Llc, Wealthcare Partners, and Infosys. Evan is dedicated to providing personalized financial guidance to help clients 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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
IN
09/26/2024 - Present
W&S Brokerage Services, Inc. (Indianapolis IN)
BOTH
Issued 02/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Evan Davies is the right advisor for you? Invested Better is here to help.