Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Lereah has been in the financial industry since June 11, 2001. Evan is currently registered with LPL Financial LLC in Red Bank, New Jersey and Texas. Evan has held previous positions with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, WELLS FARGO CLEARING SERVICES, LLC, MANAGERS DISTRIBUTORS, INC., CLAYMORE SECURITIES, INC., RYDEX DISTRIBUTORS, INC., WACHOVIA SECURITIES, LLC and OPPENHEIMERFUNDS DISTRIBUTOR, INC. Evan has passed the Series 63, 66, 7, 9, 10 and SIE examinations. Evan is registered in 37 states and two Investment Advisor (IA) states. Evan's current firm, LPL Financial LLC, is a large firm, with over $50 billion in assets under management. Evan provides a variety of services including portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
04/15/2021 - Present
LPL Financial LLC (RED BANK NJ)
NJ
03/23/2018 - 04/23/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (RED BANK NJ)
NJ
01/29/2010 - 03/23/2018
WELLS FARGO CLEARING SERVICES, LLC (RED BANK NJ)
CT
10/19/2007 - 06/05/2008
MANAGERS DISTRIBUTORS, INC. (STAMFORD CT)
IL
04/16/2007 - 10/04/2007
CLAYMORE SECURITIES, INC. (CHICAGO IL)
MD
04/18/2005 - 04/20/2007
RYDEX DISTRIBUTORS, INC. (ROCKVILLE MD)
MO
01/04/2005 - 04/13/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
05/03/1999 - 08/05/2004
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
BOTH
Issued 06/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/13/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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