Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evelyn? Claim Your ProfileEvelyn Chiang is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Evelyn has been in the financial industry since 1999, and is registered with the State of Florida and Texas. Prior to joining Merrill Lynch, Evelyn worked at American Express Financial Advisors Inc. and IDS Life Insurance Company. Evelyn has a Series 7, Series 9, Series 10, Series 63, and Series 66 licenses. Evelyn specializes in providing investment advice to individuals, businesses, corporations, investment companies, insurance companies, charitable organizations, pension and profit sharing plans, and state and municipal government entities.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
07/08/2004 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
MN
06/05/2001 - 11/14/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/05/2001 - 11/14/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/10/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/08/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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