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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 Topor is an investment advisor representative with Newedge Advisors, an independent investment advisor firm based in New Orleans, Louisiana. Evan has over 17 years of experience in the financial services industry and holds Series 7, 63, and 66 licenses. Evan specializes in providing financial planning and investment advisory services to individuals, high-net-worth individuals, corporations, and charitable organizations. Evan also provides portfolio management for businesses and individuals. Evan is registered with the Securities and Exchange Commission (SEC) and is also registered with the states of Colorado, Florida, Illinois, Michigan, Minnesota, New Hampshire, North Carolina, South Carolina, Tennessee, 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.
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
MI
06/10/2024 - Present
Newedge Advisors (Troy MI)
MI
01/17/2017 - 06/10/2024
CETERA ADVISOR NETWORKS LLC (TROY MI)
MI
01/03/2011 - 01/19/2017
LPL FINANCIAL LLC (BINGHAM FARMS MI)
MI
08/12/2009 - 09/28/2010
RAYMOND JAMES & ASSOCIATES, INC. (SOUTHFIELD MI)
MI
04/09/2007 - 07/29/2009
CIG SECURITIES (GROSSE POINTE MI)
BOTH
Issued 05/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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