Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Saliny is a financial professional with over 17 years of experience in the financial services industry. Evan currently works at Charles Schwab & CO., Inc. and previously held positions at TD Ameritrade, Inc. and Ameritrade, Inc. Evan specializes in providing financial planning and advisory services.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NE
01/19/2022 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
01/27/2006 - 01/19/2022
TD AMERITRADE, INC. (BELLEVUE NE)
TX
12/16/2005 - 01/30/2006
AMERITRADE, INC. (FORT WORTH TX)
BOTH
Issued 01/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2008
Series 4 - Registered Options Principal Examination
BC
Issued 03/04/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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