Unclaimed
Evan Speir is a financial professional registered with Fidelity Brokerage Services LLC. Evan is licensed to provide securities and investment advisory services in all 50 states and the District of Columbia. Evan has passed the Series 7TO, SIE and Series 63 exams. Evan has been in the industry since May 2024.
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
TX
05/03/2024 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
BC
Issued 05/17/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/14/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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