Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Peter Dunigan is a financial advisor who has been active in the financial services industry since March 1, 2022. Evan Dunigan is currently registered as a registered representative (RR) in North Carolina and Texas with Fidelity Personal And Workplace Advisors. Evan Dunigan offers financial planning, educational seminars, and selection of other advisors. They are also involved in portfolio management for businesses and individuals. Evan Dunigan is registered as an investment advisor representative (IAR) in North Carolina and Texas with Fidelity Personal And Workplace Advisors. They offer advisory services in the following areas: financial planning, selection of other advisors, and portfolio management for businesses and individuals. Evan Dunigan has a strong track record in the financial services industry. They are a highly qualified and experienced financial advisor who is committed to providing their clients with the best possible service.
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.
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.
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
NC
05/22/2023 - Present
Fidelity Personal AND Workplace Advisors (RALEIGH NC)
BOTH
Issued 05/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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