Unclaimed
Evan Beller is a financial advisor with Blaylock Van, LLC, a firm based in Oakland, California. Evan has been in the financial services industry since 1994. Evan is registered in California, New York, and Texas.
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.
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.
1
2
CA
05/03/2024 - Present
Blaylock VAN, LLC (OAKLAND CA)
CT
04/01/1998 - 05/06/2024
ACCESS SECURITIES, LLC (STAMFORD CT)
NY
09/24/1997 - 02/26/1998
CIBC OPPENHEIMER CORP. (NEW YORK NY)
NY
02/12/1997 - 08/28/1997
TRIMERICA SECURITIES INC (JERICHO NY)
NY
07/26/1994 - 01/13/1997
SPEAR, LEEDS & KELLOGG (NEW YORK NY)
BC
Issued 10/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/11/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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