Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Perduk is a financial advisor at Root Financial Partners. Evan is a Certified Financial Planner™ professional and has been in the financial services industry since 2019. Evan holds the Series 66 license in California and Ohio and has taken the Securities Industry Essentials Examination. Evan is a dedicated financial advisor and has experience with financial planning, portfolio management for individuals, pension consulting, and selection of other advisors. Evan also has experience with tax preparation services for individuals.
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.
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.
1
2
CA
11/19/2024 - Present
Root Financial Partners (ENCINITAS CA)
BC
Issued 03/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Evan Perduk is the right advisor for you? Invested Better is here to help.
