Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Katz is a financial professional with over 8 years of experience in the industry. Evan is currently registered with Stonehaven, LLC in New York. Evan previously worked at BA Securities, LLC and Alternative Asset Investment Management Securities, LLC. Evan has passed the Series 63, SIE and Series 82 exams.
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
05/08/2024 - Present
Stonehaven, LLC (NEW YORK NY)
PA
10/09/2014 - 05/11/2022
BA SECURITIES, LLC (W. CONSHOHOCKEN PA)
NY
06/17/2013 - 12/18/2013
ALTERNATIVE ASSET INVESTMENT MANAGEMENT SECURITIES, LLC (NEW YORK NY)
BC
Issued 10/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2013
Series 82 - Limited Representative-Private Securities Offerings
Active
Inactive
F
FINRA
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