Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Regis O'Rourke is a financial professional with over a decade of experience in the industry. Evan is currently registered with J.P. Morgan Institutional Investments Inc. and has previously held positions at JPMorgan Distribution Services, Inc. and FTAM Funds Distributor, Inc. Evan holds the Series 7, Series 66, and SIE licenses.
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.
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.
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2
OH
01/03/2011 - Present
J.p. Morgan Institutional Investments Inc. (COLUMBUS OH)
OH
08/04/2010 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
OH
11/13/2009 - 07/19/2010
FTAM FUNDS DISTRIBUTOR, INC. (CINCINNATI OH)
BOTH
Issued 12/15/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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