Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Rohrbough is a financial advisor registered with Stifel, Nicolaus & Company, Inc. Evan has been in the industry since 1976 and has a broad range of experience serving individual clients and businesses. Evan's firm manages assets for a variety of clients including individuals, high-net-worth individuals, corporations, and pension and profit sharing plans. The firm also offers financial planning, pension consulting, and portfolio management services. Evan is licensed to provide financial services in many states across the US.
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.
1
2
CA
04/17/2009 - Present
Stifel, Nicolaus & Company, Inc. (SAN JOSE CA)
CA
01/01/2008 - 04/17/2009
WACHOVIA SECURITIES, LLC (SAN JOSE CA)
CA
10/05/1987 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SAN JOSE CA)
NA
02/07/1984 - 10/13/1987
PAINEWEBBER INCORPORATED
NA
11/29/1976 - 07/23/1984
DEAN WITTER REYNOLDS INC.
BC
Issued 04/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/23/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1979
PC - AMEX Put and Call Exam
BC
Issued 01/20/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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