Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Finkelstein is a financial professional with over 30 years of experience in the industry. Evan is currently registered with Henley & Co. LLC and has previously worked with Cambridge Investment Research, Inc., Philadelphia Investors, Ltd., State Discount Brokers, Inc., Fitzgerald, Dearman & Roberts, Inc., Dean Witter Reynolds Inc. and Blinder, Robinson & Co., Inc. Evan holds Series 4, 7, 24, and 63 licenses.
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.
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.
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2
PA
05/17/2019 - Present
Henley & Co. LLC (JENKINTOWN PA)
PA
11/30/2018 - 05/24/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (Jenkintown PA)
PA
02/24/1994 - 11/30/2018
PHILADELPHIA INVESTORS, LTD. (PHILADELPHIA PA)
NJ
01/23/1990 - 02/18/1994
STATE DISCOUNT BROKERS, INC. (BEDMINSTER NJ)
NA
03/31/1988 - 01/12/1990
FITZGERALD, DEARMAN & ROBERTS, INC.
NY
07/07/1988 - 08/26/1989
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
01/20/1988 - 02/23/1988
BLINDER, ROBINSON & CO., INC.
BC
Issued 10/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/1998
Series 4 - Registered Options Principal Examination
BC
Issued 06/25/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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