Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evelyn -elena? Claim Your ProfileEvelyn Gasher is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Evelyn has been in the financial services industry for 17 years. Evelyn holds the Series 63 and Series 66 licenses. Evelyn also holds the Series 7, Series 24, Series 27, and Series 53 licenses. Evelyn's firm has over 1271 billion dollars in assets under management.
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
IL
03/22/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DEER PARK IL)
IL
07/04/2011 - 09/29/2011
HORNOR, TOWNSEND & KENT, INC. (CHICAGO IL)
IL
12/05/2008 - 07/15/2009
MORGAN STANLEY & CO. INCORPORATED (RIVERWOODS IL)
NA
03/02/1993 - 08/11/1993
CHATFIELD DEAN & CO., INC.
NA
09/07/1988 - 09/15/1992
OLDE DISCOUNT CORPORATION
NA
07/20/1988 - 10/04/1988
PAINEWEBBER INCORPORATED
BOTH
Issued 06/07/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/1991
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/21/1991
Series 24 - General Securities Principal Examination
BC
Issued 04/20/1990
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2008
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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