Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Radman is a financial advisor based in Dallas, Texas. Evan has been in the financial industry since March 2014 and is currently registered with Citigroup Global Markets Inc. Evan has been with Citigroup since December 2022 and previously worked with Raymond James & Associates, Inc., and Frost Brokerage Services, Inc. Evan holds Series 7, Series 31, and Series 66 securities licenses. Evan specializes in working with high-net-worth individuals, corporations, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
01/04/2023 - Present
Citigroup Global Markets Inc. (DALLAS TX)
TX
05/11/2020 - 01/11/2023
FROST BROKERAGE SERVICES, INC. (SOUTHLAKE TX)
TX
09/21/2018 - 04/01/2020
RAYMOND JAMES & ASSOCIATES, INC. (Dallas TX)
TX
02/21/2014 - 09/25/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRISCO TX)
BOTH
Issued 04/04/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/2023
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2014
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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