Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Halpern is a financial professional with over 18 years of experience in the industry. Evan is currently registered with Stonex Financial Inc. and Stonex Outsourced Services LLC. Evan holds several licenses including Series 7, Series 63, Series 55, Series 57TO, and Series 7TO, and holds the SIE designation. Evan is licensed in 12 states.
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.
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.
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2
NY
03/15/2024 - Present
Stonex Financial Inc. (NEW YORK NY)
NY
10/06/2005 - 03/07/2007
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BC
Issued 01/31/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2024
Series 57TO - Securities Trader Exam
BC
Issued 01/23/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/11/2024
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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