Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Charles Gates is a financial advisor with Equitable Advisors, LLC. Evan has been in the financial services industry since 2014. Evan is licensed to sell securities in 14 states and is also a Registered Investment Advisor. Evan has a Series 3, Series 7, and Series 63 securities license as well as a Series 65 Investment Advisor license. Evan provides a variety of financial services, including financial planning, portfolio management, and pension consulting.
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.
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
NJ
11/02/2023 - Present
Equitable Advisors, LLC (WOODBRIDGE NJ)
NJ
11/20/2018 - 07/11/2019
ONEAMERICA SECURITIES, INC. (Parsippany NJ)
NJ
12/02/2014 - 02/07/2017
AXA ADVISORS, LLC (WOODBRIDGE NJ)
NY
10/13/2011 - 11/17/2014
NEWEDGE USA, LLC (NEW YORK NY)
IA
Issued 01/15/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2011
Series 3 - National Commodity Futures Examination
BC
Issued 10/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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