Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Eugene Von waldner is an investment advisor representative who has been in the industry since December 17, 2018. Evan is currently registered with Alight Financial Advisors, LLC in North Carolina and South Carolina. Prior to joining Alight Financial Advisors, LLC, Evan was an investment advisor representative with CHARLES SCHWAB & CO., INC. in Colorado. Evan is a Series 63, 66, 7TO and SIE licensed representative.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set-up fees and related services
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2
NC
01/24/2025 - Present
Alight Financial Advisors, LLC (CHARLOTTE NC)
CO
12/13/2018 - 12/01/2023
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
BOTH
Issued 11/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/07/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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