Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Gutman is a financial advisor who has been in the industry since 2022. Evan Gutman is registered as a financial advisor with Key Investment Services LLC. Key Investment Services LLC is a financial advisor based in Brooklyn, OH. Evan Gutman is licensed to provide advisory services in New York. Evan Gutman specializes in financial planning and portfolio management. Evan Gutman offers advisory services 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.
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.
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2
OH
06/27/2024 - Present
KEY Investment Services LLC (BROOKLYN OH)
BOTH
Issued 06/26/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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