Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Scott Cohen is a financial advisor with Cetera Investment Advisers LLC. Evan has been in the financial services industry since 2000. Evan is registered with the state of Florida and Texas. Evan also has the Series 7, 63, 66, 55 and 57TO licenses and the SIE exam. Evan has previously worked at Legacy Financial Services, Inc., and Onlinetrading.com. Evan is a specialist in financial planning, portfolio management for businesses and individuals, selection of other advisors, pension consulting, and educational seminars.
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.
A percentage of the total value of assets under management is charged.
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2
FL
03/21/2024 - Present
Cetera Investment Advisers LLC (CORAL SPRINGS FL)
FL
07/31/2001 - 07/18/2007
LEGACY FINANCIAL SERVICES, INC. (BOCA RATON FL)
FL
01/29/2000 - 11/10/2000
ONLINETRADING.COM (PLANTATION FL)
BOTH
Issued 05/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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