Unclaimed
Evan Thomas Byrne is a financial advisor with Facet, a firm that manages over $3.8 billion in assets. Evan has been in the financial services industry for over 7 years. Evan specializes in providing financial planning and portfolio management services to individuals and families. Evan is a Certified Financial Planner and holds the Series 7, Series 63 and SIE licenses. Evan has a strong background in helping individuals and families 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.
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.
1
2
MD
03/11/2021 - Present
Facet (BALTIMORE MD)
NM
07/05/2016 - 08/10/2020
FIDELITY BROKERAGE SERVICES LLC (ALBUQUERQUE NM)
BC
Issued 07/25/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2016
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Evan Byrne is the right advisor for you? Invested Better is here to help.