Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Dwyer is an investment advisor representative at Nexwealth LLC. Evan is registered with the state of Florida and holds the Series 63 license. Evan has been in the financial services industry since 2017. Prior to Nexwealth LLC, Evan was associated with Waldron Private Wealth, LLC, Prime Buchholz, Elbit Systems of America, Putnam Investments, and Hollis Brookline High School. Evan earned a Bachelor of Arts degree from George Washington University and a Master of Business Administration degree from Saint Anselm College. Evan specializes in providing financial planning and portfolio management services to individuals, corporations, and high-net-worth individuals. Evan is also a CFA charterholder.
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.
Helps you choose top advisors aligned with your financial 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.
A percentage of the total value of assets under management is charged.
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FL
08/19/2024 - Present
Nexwealth LLC (PALM BEACH GARDENS FL)
BC
Issued 11/30/2018
Series 63 - Uniform Securities Agent State Law Examination
Active
Inactive
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