Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Eastman is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., registered in Florida and Texas. Evan is also a registered investment advisor in Florida and Texas. Evan has been in the financial services industry since June 2014. Evan has been employed by Merrill Lynch, Pierce, Fenner & Smith Inc. since March 2020. Evan has held a Series 7, Series 66, and SIE license. Evan has 32 state registrations and 2 IA registrations. The advisor's firm, Merrill Lynch, Pierce, Fenner & Smith Inc. manages over $1 Trillion in assets. The firm provides a full suite of financial products and services, including investment management, financial planning, and retirement planning.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
05/13/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CLEARWATER FL)
FL
06/17/2014 - 03/10/2020
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 09/19/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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