Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evans? Claim Your ProfileEvans Tackie-yarboi is a financial advisor registered with Morgan Stanley. Evans is licensed to provide investment advice in Utah and Texas. Evans has 25 years of experience in the financial services industry and is licensed to provide investment advice in 53 states. Evans has passed the Series 7, Series 9, Series 10, Series 63 and Series 66 exams. Evans has previously worked for Thrivent Investment Management Inc, Alpine Securities Corporation and Wells Fargo.
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
UT
03/30/2021 - Present
Morgan Stanley (SOUTH JORDAN UT)
UT
03/16/2017 - 07/28/2017
ALPINE SECURITIES CORPORATION (SALT LAKE CITY UT)
CO
05/12/2016 - 07/28/2016
THRIVENT INVESTMENT MANAGEMENT INC. (LOVELAND CO)
BOTH
Issued 03/29/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/19/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/28/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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