Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evelyn? Claim Your ProfileEvelyn Rhines has been an active investment advisor representative for over 17 years. Evelyn has worked for numerous firms, including RBC Capital Markets, LLC., ScotTrade, Inc., Cetera Advisor Networks LLC., and Tower Square Securities, Inc. Evelyn is currently registered as a Registered Representative with Fidelity Personal And Workplace Advisors. Evelyn is a Series 7 and Series 66 qualified advisor.
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.
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
TX
06/14/2021 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
MN
03/23/2018 - 03/23/2021
RBC CAPITAL MARKETS, LLC (MINNEAPOLIS MN)
MN
02/02/2015 - 03/09/2018
SCOTTRADE, INC. (MINNEAPOLIS MN)
MN
09/03/2013 - 02/03/2015
CETERA ADVISOR NETWORKS LLC (PLYMOUTH MN)
MN
04/11/2012 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (PLYMOUTH MN)
MN
04/12/2011 - 11/07/2011
WELLS FARGO ADVISORS, LLC (MINNEAPOLIS MN)
MN
07/14/2008 - 10/08/2010
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PAUL MN)
MN
09/29/2005 - 06/20/2008
UBS FINANCIAL SERVICES INC. (BLOOMINGTON MN)
KS
02/08/2002 - 11/08/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
MN
10/03/2001 - 11/30/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/03/2001 - 11/30/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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