Unclaimed
Evan David Purdy is a registered representative of Cetera Investment Advisers LLC. Evan is located in Manasquan, NJ and has been in the financial services industry since 2024. Evan specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Evan is also a Fixed Insurance Agent with various companies.
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.
1
2
NJ
02/04/2025 - Present
Cetera Investment Advisers LLC (Manasquan NJ)
Active
Inactive
Not sure Evan Purdy is the right advisor for you? Invested Better is here to help.