Unclaimed
Evan Grace is a financial professional with experience in the securities industry. Evan holds the Series 63, Series 79, Series 24, and SIE licenses. Evan is currently registered with Infinity Capital Securities, LLC in Oklahoma. Prior to joining Infinity Capital Securities, LLC, Evan worked at Waypoint Securities, LLC. Evan has been in the securities industry for over 5 years.
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.
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.
1
2
OK
07/23/2018 - Present
Infinity Capital Securities, LLC (Oklahoma City OK)
WI
04/27/2018 - 08/24/2018
WAYPOINT SECURITIES, LLC (SUN PRAIRIE WI)
BC
Issued 07/03/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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