Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Fitzpatrick is an investment advisor representative with World Investment Advisors, LLC, based in Lansdale, Pennsylvania. Evan has been in the financial industry since December 20, 2015 and has a strong track record in providing financial advice to both individuals and businesses. Evan is also registered to provide advisory services in California and Pennsylvania. Evan specializes in providing financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
PA
12/03/2021 - Present
World Investment Advisors, LLC (Lansdale PA)
PA
07/28/2020 - 10/18/2021
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
08/28/2007 - 05/18/2012
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 12/03/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/19/2020
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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