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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 Rodrigue is a financial advisor at Fidelity Personal And Workplace Advisors. Evan has been in the financial services industry since July 2019. Evan holds FINRA Series 6, 7, 63, and 66 securities licenses. Evan is also a Certified Financial Planner. Evan provides financial planning, educational seminars, and selection of other advisors. Evan has experience working with clients of all types, including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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CT
01/08/2025 - Present
Fidelity Personal AND Workplace Advisors (WEST HARTFORD CT)
CT
04/24/2019 - 12/31/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WEST HARTFORD CT)
MA
01/15/2019 - 03/07/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WOBURN MA)
BOTH
Issued 09/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/16/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2019
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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