Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Jeremy Mayer is a financial advisor with Raymond James Financial Services Advisors, Inc., a firm headquartered in Saint Petersburg, Florida. Evan has been working in the financial industry since December 2005. Evan's prior experience includes roles with SunTrust Investment Services, Inc., LPL Financial LLC, PNC Investments, LPL Financial Corporation, PrimeVest Financial Services, Inc., and Ryan Beck & Co. Evan has a broad range of experience and licenses which include Series 7, 24 and 66. Evan is registered with the Financial Industry Regulatory Authority (FINRA) and holds licenses in Florida, Texas, and many other states. Evan has a Certified Financial Planner (CFP) designation.
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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
03/14/2023 - Present
Raymond James Financial Services Advisors, Inc. (Boca Raton FL)
FL
03/22/2012 - 08/13/2019
SUNTRUST INVESTMENT SERVICES, INC. (BOCA RATON FL)
FL
11/03/2010 - 03/27/2012
LPL FINANCIAL LLC (BOCA RATON FL)
FL
03/11/2010 - 10/19/2010
PNC INVESTMENTS (TAMARAC FL)
FL
01/15/2010 - 03/05/2010
LPL FINANCIAL CORPORATION (POMPANO BEACH FL)
FL
05/22/2006 - 01/20/2010
PRIMEVEST FINANCIAL SERVICES, INC. (POMPANO BEACH FL)
FL
03/01/2006 - 05/02/2006
RYAN BECK & CO. (BOCA RATON FL)
AZ
01/27/2004 - 06/01/2004
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
BOTH
Issued 11/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/27/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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