Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Hanover Epstein is an Investment Advisor Representative with Seven Post Investment Office LP in San Francisco, CA. Evan has been in the industry since December 2017 and has previously worked at Stifel, Nicolaus & Company, Incorporated. Evan has obtained Series 63, Series 65, Series 50, and Series 52 licenses and holds a SIE designation. Evan specializes in providing investment consulting services, financial planning, and portfolio management for individuals, businesses, and pooled investment vehicles.
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.
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.
Investment consulting services
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
CA
01/21/2020 - Present
Seven Post Investment Office LP (San Francisco CA)
CA
12/19/2017 - 08/07/2019
STIFEL, NICOLAUS & COMPANY, INCORPORATED (SAN FRANCISCO CA)
IA
Issued 12/03/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2018
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 12/19/2017
Series 52 - Municipal Securities Representative Examination
Active
Inactive
Not sure Evan Epstein is the right advisor for you? Invested Better is here to help.
