Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Hennessy is a financial advisor who has been in the industry since 1984. Evan is currently registered with Ameriprise Financial Services, LLC. Evan has a Series 7, Series 63 and Series 66. Evan is licensed to sell securities in Arizona, California, Colorado, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Iowa, Louisiana, Maryland, Minnesota, Missouri, Nevada, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia and Washington. Evan's previous employment includes Crowe, Weedon & Co., First Jersey Securities, Inc. and Stifel Nicolaus & Co. Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation 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
01/31/2025 - Present
Ameriprise Financial Services, LLC (Carlsbad CA)
CA
11/19/1985 - 08/23/2011
CROWELL, WEEDON & CO. (CARLSBAD CA)
NA
09/24/1985 - 10/17/1985
CROWELL, WEEDON & CO.
NA
08/21/1984 - 10/04/1985
FIRST JERSEY SECURITIES, INC.
BOTH
Issued 08/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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