Unclaimed
Evan Dunayer is an investment advisor representative associated with Provenance Wealth Advisors. Evan has been in the industry since 2022 and is registered with the state of Florida. Evan is licensed to provide financial planning and portfolio management services for individuals and pension consulting.
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.
Personalized portfolio management to meet individual financial objectives.
Portfolio consulting services
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
FL
09/12/2023 - Present
Provenance Wealth Advisors (FORT LAUDERDALE FL)
FL
05/16/2022 - 08/25/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (FT. LAUDERDALE FL)
BOTH
Issued 07/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/05/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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