Unclaimed
Evan James Chu is a registered representative with Fifth Third Securities, Inc. Evan has been in the securities industry since December 23, 2009. Evan is licensed in 52 states and the District of Columbia. Evan holds a Series 63, Series 7 and SIE license. Evan specializes in providing financial planning, investment management, and selection of other advisors to individuals and businesses.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
OH
12/23/2009 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
BC
Issued 3/2/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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