Unclaimed
Evan Lasse Baldwin is a financial advisor with over 17 years of experience in the financial services industry. Evan has a strong background in financial planning, investment management, and retirement planning. He currently works with Pruco Securities, LLC in the New Jersey area. Before that, Evan held positions at Janney Montgomery Scott LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Evan has a wide range of experience in helping clients achieve their financial goals. Evan has earned his Series 7, 9, 10, and 24 licenses and the SIE certification, demonstrating a commitment to ongoing professional development.
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.
Helps you choose top advisors aligned with your 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.
Compensation from lpl enterprise, llc
1
2
NJ
07/09/2013 - Present
Pruco Securities, LLC (NEWARK NJ)
NJ
03/04/2011 - 06/27/2013
JANNEY MONTGOMERY SCOTT LLC (RED BANK NJ)
NY
06/22/2005 - 03/01/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 01/31/2014
Series 24 - General Securities Principal Examination
BC
Issued 05/25/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/23/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Evan Baldwin is the right advisor for you? Invested Better is here to help.