Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Kanarek is a financial advisor who has been in the industry since 2009. Evan is currently registered with Calamos Wealth Management LLC and holds Series 66, 63, 7, 31, and SIE licenses. Evan has experience with a variety of firms, including J.P. Morgan Securities LLC, M&T Securities, Inc., Quasar Distributors, LLC, and Connectus Wealth. Evan specializes in providing asset allocation services, financial planning, pension consulting, and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
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2
IL
06/30/2023 - Present
Calamos Wealth Management LLC (NAPERVILLE IL)
CT
10/07/2019 - 09/01/2021
QUASAR DISTRIBUTORS, LLC (Greenwich CT)
NY
07/11/2016 - 08/16/2019
M&T SECURITIES, INC. (NEW YORK NY)
PA
06/06/2013 - 05/09/2016
J.P. MORGAN SECURITIES LLC (PHILADELPHIA PA)
PA
08/23/2011 - 05/21/2013
CREDIT SUISSE SECURITIES (USA) LLC (WEST CONSHOHOCKEN PA)
NY
04/02/2007 - 12/20/2007
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
11/30/2005 - 04/02/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/02/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/31/2007
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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