Unclaimed
Evaughn Branham-ferrero is a financial advisor with over 25 years of experience in the industry. Evaughn is registered with LPL Financial LLC, based in WOOD DALE, IL. Evaughn also has prior experience with firms such as J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., BANC ONE SECURITIES CORPORATION, GSG SECURITIES, INC., and CHATFIELD DEAN & CO., INC. Evaughn has a wide range of experience and holds several licenses including Series 63, Series 65, Series 7 and SIE. Evaughn offers a variety of advisory services including financial planning, portfolio management for individuals and businesses, and consulting. Evaughn is committed to providing clients with personalized financial advice and guidance to help them 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.
Consulting and other non-discretionary advisory services
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.
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2
IL
02/04/2025 - Present
LPL Financial LLC (WOOD DALE IL)
IL
10/01/2012 - 08/19/2016
J.P. MORGAN SECURITIES LLC (BENSENVILLE IL)
IL
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BENSENVILLE IL)
IL
10/05/1999 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
FL
01/04/1999 - 09/14/1999
GSG SECURITIES, INC. (BOCA RATON FL)
CO
06/24/1996 - 01/04/1999
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 06/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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