Unclaimed
Evan Michael Richardson is a financial advisor with over 10 years of experience in the industry. Evan currently works with Invesco Distributors, Inc. and previously worked with DINOSAUR FINANCIAL GROUP, L.L.C and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Evan holds the Series 7, 86, 87 and 55 licenses. Evan is registered in Georgia, New York and Texas.
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.
1
2
NY
09/14/2022 - Present
Invesco Distributors, Inc. (NEW YORK NY)
NY
08/20/2020 - 12/06/2021
DINOSAUR FINANCIAL GROUP, L.L.C (NEW YORK NY)
NY
08/22/2011 - 07/23/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 06/17/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2014
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/03/2012
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/25/2011
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Evan Richardson is the right advisor for you? Invested Better is here to help.