Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evangeline? Claim Your ProfileEvangeline Stratis is a financial advisor with over 20 years of experience in the industry. She is currently a Registered Investment Advisor (RIA) with Bison Wealth, LLC, a firm based in Atlanta, GA. Evangeline has a broad range of experience, having worked with numerous firms, including IFP Securities, LLC, LPL Financial LLC, and Anderson & Strudwick, Incorporated. Evangeline is committed to providing personalized financial advice to help clients 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.
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.
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.
1
2
GA
02/03/2023 - Present
Bison Wealth, LLC (ATLANTA GA)
FL
05/22/2019 - 04/15/2021
IFP SECURITIES, LLC (TAMPA FL)
FL
08/26/2011 - 06/06/2019
LPL FINANCIAL LLC (ST. PETERSBURG FL)
FL
04/12/2010 - 07/28/2011
ANDERSON & STRUDWICK, INCORPORATED (TAMPA FL)
FL
03/31/2010 - 04/15/2010
J.P. TURNER & COMPANY, L.L.C. (TAMPA FL)
FL
05/12/2006 - 03/31/2010
GUNNALLEN FINANCIAL, INC (TAMPA FL)
FL
10/25/2005 - 06/08/2006
QA3 FINANCIAL CORP. (ST PETERSBURG FL)
FL
11/01/2004 - 09/30/2005
GUNNALLEN FINANCIAL, INC (TAMPA FL)
WI
02/06/2003 - 10/26/2004
INVEST FINANCIAL CORPORATION (APPLETON WI)
IL
10/31/2002 - 01/13/2003
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
TX
01/14/2002 - 10/18/2002
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
MD
09/25/2000 - 01/16/2002
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BOTH
Issued 05/21/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2022
Series 24 - General Securities Principal Examination
BC
Issued 08/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/03/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/22/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Evangeline Stratis is the right advisor for you? Invested Better is here to help.
