Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Shifley is an investment advisor representative, registered with Northwestern Mutual Investment Services, LLC. Evan is a Series 6, 7, 63 and 65 licensed professional. Evan Shifley has been in the industry since 2015 and has worked with firms such as NewEdge Securities, Inc., MML Investors Services, LLC and John Hancock Distributors LLC. Evan's firm primarily works with banking or thrift institutions.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
MA
02/27/2023 - Present
Northwestern Mutual Investment Services, LLC (BOSTON MA)
MA
08/23/2021 - 02/01/2023
NEWEDGE SECURITIES, INC. (BOSTON MA)
MA
07/06/2020 - 08/26/2021
MML INVESTORS SERVICES, LLC (BOSTON MA)
MA
11/05/2015 - 06/03/2019
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
IA
Issued 10/13/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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