Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Dortheimer is a financial advisor associated with Lincoln Investment. Evan has been in the financial industry since January 30, 2007. Evan holds the Series 7, 27, 55, and SIE licenses. Evan is registered with FINRA.
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.
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
PA
01/27/2014 - Present
Lincoln Investment (Fort Washington PA)
PA
01/26/2001 - 01/22/2008
SUSQUEHANNA CAPITAL GROUP (BALA CYNWYD PA)
BC
Issued 01/27/2014
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/25/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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