Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Leigh Wolk is a financial advisor with Ameriprise Financial Services, LLC. Evan has been in the financial industry for over 20 years and has a wide range of experience in providing financial advice to individuals, families, and businesses. Evan holds the Series 7, Series 3, Series 24, and Series 66 licenses and has also passed the Securities Industry Essentials Examination (SIE). Evan has been registered with Ameriprise Financial Services, LLC since May 2021. Before that, Evan was registered with Securities America, Inc., KMS Financial Services, Inc., 1st Worldwide Financial Partners, LLC, Citigroup Global Markets Inc., and UBS Financial Services Inc. Evan is also registered with the state of Texas as an Investment Advisor Representative. Evan's areas of expertise include financial planning, asset allocation, portfolio management, and pension consulting.
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.
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.
1
2
FL
07/13/2021 - Present
Ameriprise Financial Services, LLC (Boca Raton FL)
FL
11/06/2020 - 05/20/2021
SECURITIES AMERICA, INC. (PARKLAND FL)
FL
06/25/2013 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (PARKLAND FL)
FL
07/14/2006 - 06/26/2013
1ST WORLDWIDE FINANCIAL PARTNERS, LLC (PARKLAND FL)
FL
04/08/2004 - 07/17/2006
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
NJ
01/15/2003 - 04/22/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 02/05/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2005
Series 3 - National Commodity Futures Examination
BC
Issued 01/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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