Unclaimed
Evan Grant Stevens is a financial professional with over 11 years of experience in the financial services industry. He is registered with Northwestern Mutual Investment Services, LLC and currently holds a Series 6, Series 26, Series 63, and Series 65 licenses. Evan has worked in the Seattle area for Northwestern Mutual Investment Services, LLC since 2012. He specializes in providing investment advice and financial planning services to individual clients. Evan is also a certified CrossFit trainer and has worked as a coach for CharacterStrong, LLC. He is committed to helping his clients achieve their financial goals.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
FL
01/21/2015 - Present
Northwestern Mutual Investment Services, LLC (FT LAUDERDALE FL)
IA
Issued 01/20/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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