Unclaimed
Evan Klein is a financial advisor with Fidelity Brokerage Services LLC, with over 15 years of experience in the industry. Evan is registered to conduct securities business with FINRA under Series 7 and Series 63. Evan also holds the Securities Industry Essentials (SIE) exam.
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
TX
09/24/2007 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
BC
Issued 10/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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