Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan R Bittel is a financial advisor with over 9 years of experience in the financial services industry. Evan is currently registered as a Registered Representative with Morgan Stanley in Boston, Massachusetts. Prior to this, Evan was employed with Ameriprise Financial Services, Inc. in Boston, Massachusetts, and Ameriprise Financial Services, LLC in San Francisco, California. Evan has a Series 7, Series 66, and SIE licenses, and holds registrations in multiple states, including Texas, Connecticut, and others. Evan specializes in working with high-net-worth individuals, individuals other than high-net-worth, investment clubs, charitable organizations, corporations or other businesses, insurance companies, banking or thrift institutions, and pension and profit-sharing plans. Evan is committed to providing comprehensive financial advice and guidance to meet their clients' unique financial needs.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MA
06/19/2024 - Present
Morgan Stanley (Boston MA)
CA
07/24/2017 - 01/17/2022
AMERIPRISE FINANCIAL SERVICES, LLC (San Francisco CA)
MA
11/11/2014 - 05/01/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Boston MA)
BOTH
Issued 05/31/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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