Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Francis White is a financial advisor with Principal Securities, Inc. Evan has been in the financial services industry for over 10 years. Evan has experience providing financial planning and investment advice to individuals, families, and businesses. Evan is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, 7, 9, 10, 63, and SIE licenses. Evan is also registered with the Securities Investor Protection Corporation (SIPC). Evan's previous experience was with WELLS FARGO CLEARING SERVICES, LLC.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NC
03/03/2021 - Present
Principal Securities, Inc. (Charlotte NC)
NC
10/31/2013 - 03/02/2021
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
BC
Issued 12/05/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/07/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/31/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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