Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Christopher Conley is a registered representative with J. W. Cole Advisors, Inc. and holds the Series 6, 7, and 66 securities licenses. Evan has been in the financial industry since June 19, 2010. Evan is also a licensed insurance agent and a president of a non-investment related S-Corp. Evan works with a variety of clients, including individuals, corporations, and charitable organizations. Evan provides financial planning, portfolio management, and educational seminars to help clients achieve their financial goals. Evan is committed to providing personalized service and working with clients to develop a plan that meets their unique needs.
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.
Hourly & fixed rate consulting
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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FL
01/07/2015 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
FL
04/26/2010 - 09/23/2014
MML INVESTORS SERVICES, LLC (TAMPA FL)
BOTH
Issued 08/20/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/23/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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