Unclaimed
Evan Ocepek is a financial advisor currently registered with Osaic Wealth, Inc.. Evan has been in the industry since January 9, 2011 and is currently licensed in 28 states. Evan has a CFP designation. Evan is also a partner with Murphy Financial Services, Inc. and holds an insurance license.
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.
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
01/19/2024 - Present
Osaic Wealth, Inc. (Cypress CA)
CA
04/16/2020 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (Cypress CA)
CA
01/10/2011 - 04/17/2020
WESTERN INTERNATIONAL SECURITIES, INC. (Irvine CA)
BOTH
Issued 01/27/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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