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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Biggs is a financial advisor with Schneider Downs Wealth Management Advisors, LP, located in Columbus, Ohio. Evan has been in the financial services industry since 2014 and has experience working with a variety of clients, including individuals, families, businesses, and non-profit organizations. Evan is a Certified Financial Planner and holds the Series 6, 7, and 66 securities licenses. Prior to joining Schneider Downs, Evan worked as a financial advisor at The Huntington Investment Company and Fidelity Brokerage Services LLC. Evan is committed to helping clients achieve their financial goals through personalized financial planning, investment management, and retirement planning.
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.
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.
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.
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2
OH
10/30/2018 - Present
Schneider Downs Wealth Management Advisors, LP (Columbus OH)
OH
08/28/2017 - 10/18/2018
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
KY
02/26/2016 - 06/05/2017
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
OH
03/23/2015 - 07/14/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Columbus OH)
BOTH
Issued 12/02/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/23/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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