Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Chertkov is a financial advisor with over 30 years of experience in the financial services industry. Evan is currently registered with Commonwealth Financial Network and has been with the firm since July 2015. Prior to that, Evan worked at various firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, American Express Financial Advisors Inc. and IDS Life Insurance Company. Evan is a Series 7, 8, 24, 63 and 65 licensed advisor and is a member of FINRA.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
07/07/2015 - Present
Commonwealth Financial Network (Yreka CA)
NY
06/10/2013 - 07/22/2013
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (HOLBROOK NY)
IL
03/17/2011 - 05/20/2011
EXOS SECURITIES, LLC (CHICAGO IL)
CT
07/06/1995 - 03/30/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STAMFORD CT)
MN
01/23/1989 - 06/08/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/23/1989 - 06/08/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
07/26/1988 - 12/12/1988
GREENTREE SECURITIES CORP.
IA
Issued 08/12/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2015
Series 24 - General Securities Principal Examination
BC
Issued 07/03/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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