Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Clayton Gremillion is a financial advisor with Morgan Stanley. Evan has been in the industry since December 2009, and is registered to provide investment advice in 24 states. Evan is a Series 66, Series 31, and Series 7 licensed advisor and also holds the SIE designation. Evan has been associated with Morgan Stanley since September 2009. Evan is currently licensed in Oregon and Texas. In addition to financial advising activities, Evan is a member of the board of directors for both the Portland Japanese Gardens and the Portland Japanese Gardens Foundation. Evan is also an active member of the community and has a strong commitment to providing his clients with the highest level of service.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OR
02/25/2020 - Present
Morgan Stanley (Lake Oswego OR)
BOTH
Issued 01/31/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 12/03/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Evan Gremillion is the right advisor for you? Invested Better is here to help.
