Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Prestera is a financial advisor with Wells Fargo Clearing Services, LLC. Evan is registered with FINRA as a Registered Representative and holds the following licenses: Series 63, Series 65, Series 7, Series 6, and SIE. Evan has over 2 years of experience in the financial services industry. Prior to joining Wells Fargo, Evan worked as a financial advisor at Newday USA. Evan focuses on providing investment advice and financial planning services to individuals, families, and businesses. Evan is committed to helping clients achieve their financial goals.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VA
08/25/2023 - Present
Wells Fargo Clearing Services, LLC (MCLEAN VA)
IA
Issued 08/25/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/21/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/26/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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