Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan David Slater is a financial advisor with over 28 years of experience in the financial services industry. Evan is currently registered as a Registered Representative with Beech Hill Advisors, Inc. Evan is also a Registered Investment Advisor in Massachusetts and New York. Evan's experience spans multiple firms including StockCross Financial Services, Inc. and The GMS Group, LLC. Evan holds Series 7, 63, 66, 52TO, 55, and 57TO licenses. Evan has worked as an Asset Manager for LRF Slater Co., Inc. Evan also has ownership interests in Dionis, LP and EDSlater, LLC.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
08/17/2022 - Present
Beech Hill Advisors, Inc. (Livingston NJ)
CO
04/23/2013 - 04/14/2016
STOCKCROSS FINANCIAL SERVICES, INC. (DENVER CO)
CO
02/16/2012 - 04/29/2013
INVESTMENT PROFESSIONALS, INC. (ENGLEWOOD CO)
NJ
10/01/2003 - 02/07/2012
THE GMS GROUP, LLC (LIVINGSTON NJ)
NY
12/01/1998 - 09/30/2003
SCHONFELD SECURITIES, LLC (JERICHO NY)
NJ
10/23/1992 - 05/13/1997
THE GMS GROUP, L.L.C. (EAST HANOVER NJ)
BOTH
Issued 08/25/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/21/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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