Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Gomes is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. in New Orleans, Louisiana. Evan has been in the financial industry since August 12, 1999, and has a broad scope of licensing, with registrations in 35 states. Evan has held both Broker-Dealer and Investment Advisor roles and is also a registered representative of FINRA. Evan specializes in working with high net worth individuals, corporations, and institutions. Evan offers a wide range of financial services, including portfolio management, pension consulting, educational seminars, and selection of other advisors. Evan is also a member of the National Association of Securities Dealers, Inc. and has a strong commitment to providing personalized financial advice to clients.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
LA
03/02/2000 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW ORLEANS LA)
BOTH
Issued 09/29/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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