Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evans? Claim Your ProfileEvans Lee Taylor is a financial advisor with Cetera Investment Advisers LLC based in Honolulu, HI. Evans has been in the financial industry since March 1991 and has a broad range of experience working with clients to create customized financial plans and investment strategies. Evans is a Certified Financial Planner and a Chartered Financial Consultant. Evans' current role involves assisting clients with fixed insurance plans, financial and retirement planning, and investment advice. Evans has held previous positions with Allstate Financial Services, LLC, New England Securities, Signator Investors, Inc. and John Hancock Mutual Life Insurance Company.
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.
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2
HI
06/29/2023 - Present
Cetera Investment Advisers LLC (HONOLULU HI)
HI
02/18/2010 - 02/08/2017
ALLSTATE FINANCIAL SERVICES, LLC (HONOLULU HI)
HI
02/22/2000 - 01/29/2010
NEW ENGLAND SECURITIES (HONOLULU HI)
MA
03/07/1991 - 02/28/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
03/07/1991 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 5/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/5/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/1/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/11/1997
Series 7 - General Securities Representative Examination
BC
Issued 5/2/1992
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 3/2/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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