Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evangeline? Claim Your ProfileEvangeline Greer is a financial advisor with Morgan Stanley, where she has been working since March 2024. Evangeline has been in the industry since September 12, 2017, and has worked for several other firms before joining Morgan Stanley. Evangeline is registered in 25 states, including Tennessee, Texas, and California, and has a strong track record of providing financial advice to a variety of clients, including individuals, families, businesses, and institutions. Evangeline holds several industry licenses and certifications, including the Series 6, 7, 63, and 66. She is also a member of the Financial Industry Regulatory Authority (FINRA).
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TN
03/27/2024 - Present
Morgan Stanley (Franklin TN)
TN
03/08/2023 - 03/26/2024
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
TN
05/21/2018 - 02/27/2023
CETERA INVESTMENT SERVICES LLC (KNOXVILLE TN)
TN
06/04/2016 - 02/16/2017
FARMERS FINANCIAL SOLUTIONS, LLC (JACKSBORO TN)
BOTH
Issued 02/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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