Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Lowell Hand is a financial advisor with Truist Advisory Services, Inc., based in Wyomissing, Pennsylvania. Evan has been working in the financial services industry since 1996. Evan holds the Series 6, 7, 24 and 66 licenses. He is registered to provide investment advisory services in Pennsylvania. Evan has experience working with individuals, high-net-worth individuals, corporations, businesses, trusts, estates and retirement plans.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
PA
11/16/2020 - Present
Truist Advisory Services, Inc. (WYOMISSING PA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
PA
10/19/2016 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (WYOMISSING PA)
PA
10/01/2000 - 11/20/2007
WACHOVIA SECURITIES, LLC (PHILADELPHIA PA)
NC
10/29/1996 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 11/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/28/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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