Unclaimed
Evan Clark is a financial advisor who holds Series 7, 79, and 63 licenses. He also has a Securities Industry Essentials (SIE) exam. He is currently registered with Jefferies LLC in Boston, MA. Evan has over 5 years of experience in the financial services industry. Previously, he worked at Harris Williams in Richmond, VA and Canaccord Genuity Inc. in Boston, MA.
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.
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.
1
2
MA
09/07/2022 - Present
Jefferies LLC (BOSTON MA)
VA
07/16/2018 - 08/03/2022
HARRIS WILLIAMS (RICHMOND VA)
MA
09/30/2014 - 12/17/2014
CANACCORD GENUITY INC. (BOSTON MA)
BC
Issued 07/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 09/30/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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