Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Robin Guido is a financial advisor with over 20 years of experience in the industry. Evan is registered with Avantax Advisory Services and Avantax Planning Partners, Inc. Evan specializes in providing financial planning, investment management, and other financial services to individuals, businesses, and retirement plans. Evan is committed to helping clients achieve 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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
FL
01/26/2024 - Present
Avantax Advisory Services (Orlando FL)
FL
03/26/2007 - 11/29/2018
ROBERT W. BAIRD & CO. INCORPORATED (SARASOTA FL)
FL
08/11/2004 - 03/19/2007
RAYMOND JAMES & ASSOCIATES, INC. (SARASOTA FL)
MO
03/15/2002 - 08/04/2004
SCOTTRADE, INC. (ST. LOUIS MO)
IA
Issued 09/13/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 03/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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