Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Nowack is an investment advisor representative at Hightower Advisors, LLC located in Bethesda, MD. Evan has been in the industry since 1997. Evan holds the Series 7, Series 31, and Series 63 licenses. Evan also holds the Series 65 license, which allows them to provide investment advice in Maryland. Evan has previously worked at UBS Financial Services Inc. , Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and Sands Brothers & Co., LTD. Evan specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
MD
01/28/2025 - Present
Hightower Advisors, LLC (BETHESDA MD)
NY
06/11/2008 - 09/27/2011
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
04/02/2007 - 06/12/2008
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
10/09/2000 - 04/02/2007
MORGAN STANLEY DW INC. (NEW YORK NY)
NY
03/17/1997 - 10/30/2000
SANDS BROTHERS & CO., LTD. (NEW YORK NY)
IA
Issued 02/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 03/14/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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