Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evelyn? Claim Your ProfileEvelyn Colon is a registered investment advisor representative associated with Oppenheimer & Co. Inc. Evelyn has over 38 years of experience in the securities industry. Evelyn is currently registered with the state of New Jersey, and New York and is qualified to offer investment advice to individuals and institutions. Evelyn’s past experience includes positions at Jefferies & Company, Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, SG Cowen Securities Corporation, Cowen & Co., Starr Securities, Inc., R. L. Renck & Co., Inc. and Propp & Company, Inc.
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.
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.
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.
1
2
NY
04/07/2021 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
12/12/2003 - 10/02/2008
JEFFERIES & COMPANY, INC. (NEW YORK NY)
MO
07/01/2003 - 12/17/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
05/11/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/01/1998 - 05/19/2000
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
NY
11/17/1988 - 07/01/1998
COWEN & CO. (NEW YORK NY)
NA
08/01/1985 - 01/05/1988
STARR SECURITIES, INC.
NA
05/03/1985 - 10/22/1986
R. L. RENCK & CO., INC.
NA
09/21/1983 - 04/23/1985
PROPP & COMPANY, INC.
IA
Issued 8/27/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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