Unclaimed
Evan Taub is a financial advisor currently registered with Ceros Financial Services, Inc., based in Red Bank, NJ. Evan has been in the industry since 2003 and is licensed in 44 states. Evan holds Series 63, SIE, and Series 7 licenses. Evan's previous roles included positions with National Securities Corporation and John Thomas Financial.
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
NJ
07/20/2022 - Present
Ceros Financial Services, Inc. (Red Bank NJ)
NY
04/22/2013 - 07/22/2022
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
NY
03/24/2008 - 05/01/2013
JOHN THOMAS FINANCIAL (NEW YORK NY)
NY
06/18/2003 - 04/09/2008
JOSEPH STEVENS & COMPANY, INC. (NEW YORK NY)
BC
Issued 07/01/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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