Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Cowen is a financial professional with a focus on investment advisory services. Evan is registered as an Investment Advisor Representative in Pennsylvania. Evan holds the Series 6, Series 7, Series 63, and Series 65 licenses and the SIE exam. Evan has been working in the industry since May 2017. Evan is currently affiliated with Cornerstone Advisors Asset Management, LLC. Evan is also affiliated with Cornerstone Institutional Investors, LLC, an insurance agency, and M Holdings Securities, Inc., a broker-dealer.
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.
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.
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2
PA
05/26/2017 - Present
Cornerstone Advisors Asset Management, LLC (BETHLEHEM PA)
BC
Issued 06/15/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/26/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/18/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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