Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Krska is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Evan has been in the industry for 7 years. Evan holds multiple licenses including Series 7, Series 24, Series 63 and Series 66. Evan also holds registrations in 53 states and 2 territories for both Broker-Dealer and Investment Advisor roles. Evan has experience working with a wide range of clients including individuals, corporations, and high net worth individuals. Evan specializes in portfolio management, financial planning, and pension consulting.
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
AZ
01/31/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHANDLER AZ)
AZ
06/11/2021 - 08/08/2022
ROBINHOOD FINANCIAL, LLC (Tempe AZ)
NE
01/27/2021 - 05/20/2021
TD AMERITRADE, INC. (OMAHA NE)
NE
02/11/2015 - 05/20/2020
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 01/31/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2015
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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