Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Shear is a financial advisor currently registered with Raymond James Financial Services Advisors, Inc.. Evan is an active broker-dealer and investment advisor representative. Evan has been in the financial services industry since 1998. Evan has 39 state registrations as a broker-dealer and 2 state registrations as an investment advisor representative. Evan has held previous registrations with Equity Services, Inc., AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (HEATHROW FL)
VT
06/21/2000 - 02/25/2003
EQUITY SERVICES, INC. (MONTPELIER VT)
NY
04/27/1998 - 06/20/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
04/27/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 05/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/21/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 08/30/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/24/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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