Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Sterling is a financial advisor with Truist Advisory Services, Inc. located in Charlottesville, VA. Evan has been in the industry since April 2009 and has a wide range of experience. Evan is registered in 16 states and holds the Series 6, 7, 63, and 65 licenses, along with the SIE exam. In addition to providing financial planning and investment advice, Evan also offers educational seminars and portfolio management services. Evan's previous experience includes working with BB&T Securities, LLC and BB&T Investment Services, Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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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VA
02/17/2021 - Present
Truist Advisory Services, Inc. (CHARLOTTESVILLE VA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
02/11/2014 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (COLONIAL HEIGHTS VA)
VA
04/13/2009 - 02/11/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (RICHMOND VA)
IA
Issued 01/30/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/04/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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