Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Springfield-cobb is a financial advisor at Edward Jones with over 10 years of experience in the industry. Evan has Series 7, 63, and 66 licenses. Previously, Evan worked at Fidelity Brokerage Services LLC. Evan holds a Master's Degree in Accounting from the University of North Carolina at Chapel Hill and is a member of the Association of International CPAs. Evan specializes in providing financial advice to individuals and businesses in North Carolina, South Carolina, Georgia, Tennessee, Florida, Virginia, and Texas. Evan is passionate about helping clients achieve their financial goals.
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.
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.
See schedule d - miscellaneous
1
2
NC
06/07/2022 - Present
Edward Jones (MORRISVILLE NC)
NC
09/23/2013 - 07/14/2016
FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)
BOTH
Issued 03/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/26/2022
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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