Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evelyn? Claim Your ProfileEvelyn Carrera is a financial professional with over 17 years of experience in the industry. Evelyn is currently registered with Charles Schwab & CO., Inc. and has previously held positions at TD Ameritrade, Inc., Santander Securities LLC, Kestra Investment Services, LLC, and J.P. Morgan Securities LLC. Evelyn holds a Series 7TO, Series 63, Series 6 and SIE license and is registered in Florida, New York, Pennsylvania and Texas. In addition to providing investment advice, Evelyn is also a co-owner of several real estate properties in Pennsylvania.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NY
04/24/2023 - Present
Charles Schwab & CO., Inc. (Lake Grove NY)
NY
03/30/2023 - 07/29/2024
TD AMERITRADE, INC. (Lake Grove NY)
NY
07/14/2017 - 03/14/2023
SANTANDER SECURITIES LLC (Williston Park NY)
NY
09/21/2015 - 06/09/2017
KESTRA INVESTMENT SERVICES, LLC (PORT JEFFERSON STATION NY)
NY
04/09/2014 - 07/14/2015
J.P. MORGAN SECURITIES LLC (EAST MEADOW NY)
NY
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (PORT WASHINGTON NY)
NY
08/02/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PORT WASHINGTON NY)
BOTH
Issued 04/23/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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