Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Richard Kralstein has been in the financial services industry since 1989. Evan is a registered representative with Raymond James Financial Services Advisors, Inc. Evan has served as a representative for several broker-dealers and investment advisory firms, including Robert Thomas Securities, Inc., Chase Investment Services Corp., Chemical Investment Services Corp., Liberty Securities Corporation, CitiCorp Investment Services, CitiCorp Financial Services, Inc., Landmark Brokerage Services, Inc., Vanderbilt Securities, Inc., Power Securities Corporation, and Allied Capital Group, Inc. Evan holds the Series 7, 24, 51 and 63 licenses as well as the SIE and Series 65 licenses. Evan has a strong track record of providing financial advice to individuals, families, and businesses. Evan is committed to helping clients achieve their financial goals and has a strong understanding of the markets and investment strategies.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NY
06/14/2021 - Present
Raymond James Financial Services Advisors, Inc. (MELVILLE NY)
FL
09/17/1998 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
IL
09/18/1996 - 09/22/1998
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NA
08/01/1994 - 09/18/1996
CHEMICAL INVESTMENT SERVICES CORP.
NY
11/24/1993 - 08/01/1994
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NY
06/01/1992 - 11/24/1993
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
09/25/1990 - 06/01/1992
CITICORP FINANCIAL SERVICES,INC.
NA
06/19/1990 - 10/03/1990
LANDMARK BROKERAGE SERVICES, INC.
NA
05/15/1989 - 11/21/1989
VANDERBILT SECURITIES, INC.
NA
01/19/1989 - 02/28/1989
POWER SECURITIES CORPORATION
NA
06/21/1988 - 01/24/1989
ALLIED CAPITAL GROUP, INC.
IA
Issued 10/04/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/12/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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