Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Davis is a securities professional with over 20 years of experience in the financial services industry. Evan is currently a Registered Representative with J.P. Morgan Securities LLC, a leading global financial services firm. Previously, Evan has held various positions at other financial institutions, including J.P. MORGAN CLEARING CORP. and TD WATERHOUSE INVESTOR SERVICES, INC.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
10/01/2016 - Present
J.p. Morgan Securities LLC (New York NY)
NY
07/30/2014 - 10/01/2016
J.P. MORGAN CLEARING CORP. (BROOKLYN NY)
NY
01/11/2013 - 06/24/2013
BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC (EDGEWOOD NY)
NY
05/31/2005 - 06/01/2012
RIDGE CLEARING & OUTSOURCING SOLUTIONS, INC. (LAKE SUCCESS NY)
NE
12/15/2003 - 06/15/2005
NATIONAL INVESTOR SERVICES CORP. (BELLEVUE NE)
NE
12/21/2000 - 12/16/2003
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 02/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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