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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Katz is a financial advisor with Morgan Stanley. Evan has been in the industry since 1970 and has a broad range of experience, specializing in investment management and financial planning for individuals, businesses, and institutions. Evan has been registered with FINRA since 1968 and currently holds Series 7, Series 63, and Series 65 licenses. Evan's previous experience includes roles at Citigroup Global Markets Inc. and Lehman Brothers Inc. Evan is committed to providing personalized financial advice and helping clients reach 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.
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
FL
04/15/2020 - Present
Morgan Stanley (Palm Beach Gardens FL)
NJ
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SHORT HILLS NJ)
NY
11/22/1977 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/17/1976 - 11/22/1977
SHEARSON HAYDEN STONE INC.
NA
11/08/1974 - 11/17/1976
SHEARSON HAYDEN STONE INC.
NA
03/16/1973 - 11/08/1974
HAYDEN STONE INC.
NA
09/11/1970 - 03/16/1973
HAYDEN STONE INC.
IA
Issued 04/01/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 5 - Interest Rate Options Examination
BC
Issued 06/06/1977
PC - AMEX Put and Call Exam
BC
Issued 10/16/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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