Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Curtis is a financial advisor at LPL Financial LLC, based in Phoenix, AZ. Evan Curtis has over 20 years of experience in the financial services industry. Evan Curtis is a Certified Financial Planner and holds Series 63, 65, 7TO and SIE licenses. Evan Curtis has an active registration in Arizona, Arkansas, Illinois and Kentucky. Evan Curtis is able to provide financial planning services to individuals, families and businesses, as well as portfolio management for businesses and individuals. Evan Curtis has a proven track record of success in helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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AZ
11/05/2021 - Present
LPL Financial LLC (PHOENIX AZ)
BC
Issued 12/20/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/24/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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