Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Zlotnick is a financial advisor who is currently registered with Foreside Fund Services, LLC. Evan has been in the financial services industry since 2010. Evan has passed the Series 3, 7, 63, and 65 exams, and the Securities Industry Essentials exam.
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.
1
2
NY
08/16/2017 - Present
Foreside Fund Services, LLC (New York NY)
IL
05/02/2016 - 06/19/2017
NUVEEN SECURITIES, LLC (CHICAGO IL)
FL
09/23/2013 - 05/04/2016
INCAPITAL INSURANCE SERVICES, LLC (BOCA RATON FL)
FL
09/03/2013 - 05/04/2016
INCAPITAL LLC (BOCA RATON FL)
FL
09/29/2010 - 08/23/2013
SIGNATOR INVESTORS, INC. (BOCA RATON FL)
FL
04/16/2010 - 08/16/2010
CBG FINANCIAL GROUP, INC. (WEST PALM BEACH FL)
IA
Issued 07/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/17/2009
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
Not sure Evan Zlotnick is the right advisor for you? Invested Better is here to help.
