Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan C. Ross is a financial advisor with LPL Financial LLC. Evan has been in the industry since 2006. Evan holds licenses in the following states: California, Connecticut, Florida, Maryland, New Jersey, New York, and South Carolina. Evan is also a registered investment advisor representative in New York. In addition to the current registration with LPL Financial LLC, Evan also has previous experience with Kestra Investment Services, LLC and New England Securities.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NY
08/03/2021 - Present
LPL Financial LLC (WHITE PLAINS NY)
NY
11/26/2012 - 09/11/2017
KESTRA INVESTMENT SERVICES, LLC (WHITE PLAINS NY)
NY
08/16/2006 - 11/27/2012
NEW ENGLAND SECURITIES (TARRYTOWN NY)
BC
Issued 10/03/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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