Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Potash is an investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC. Evan has been in the financial services industry since 2009. Prior to joining TIAA, Evan was a financial advisor at Wells Fargo Clearing Services, LLC, PNC Investments, LPL Financial LLC, and MML Investors Services, Inc. Evan holds Series 6, 7, 63, and 65 licenses, as well as the Securities Industry Essentials Examination. Evan's areas of expertise include investment advice for individuals and businesses, financial planning and selection of other advisors. Evan is registered to provide investment advisory services in California, Colorado, Delaware, District of Columbia, Florida, Illinois, Louisiana, Maine, Maryland, Massachusetts, Missouri, Nevada, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, South Dakota, Utah, Virginia, and Washington.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
PA
01/02/2018 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Newtown PA)
PA
08/27/2013 - 12/21/2017
WELLS FARGO CLEARING SERVICES, LLC (NEWTOWN PA)
PA
02/17/2012 - 08/23/2013
PNC INVESTMENTS (WARRINGTON PA)
PA
12/09/2010 - 12/21/2011
LPL FINANCIAL LLC (ARDMORE PA)
PA
10/08/2008 - 09/21/2010
MML INVESTORS SERVICES, INC. (HORSHAM PA)
IA
Issued 05/22/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/07/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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