Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Wynn is a financial advisor with Kingswood Capital Partners, LLC. Evan has been in the industry since 2020 and is registered in Florida and New York. Evan has passed the Series 79TO, Series 63, and SIE exams. Previously, Evan has worked at EVERCORE GROUP L.L.C., DRAKE STAR SECURITIES LLC and UBS SECURITIES LLC.
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.
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NY
02/13/2024 - Present
Kingswood Capital Partners, LLC (New York NY)
NY
07/11/2022 - 04/11/2023
EVERCORE GROUP L.L.C. (NEW YORK NY)
NY
04/05/2022 - 04/14/2022
DRAKE STAR SECURITIES LLC (NEW YORK NY)
NY
10/01/2021 - 04/13/2022
UBS SECURITIES LLC (NEW YORK NY)
BC
Issued 04/10/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 12/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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