Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evelyn? Claim Your ProfileEvelyn Huerta is a financial advisor at Raymond James Financial Services Advisors, Inc. Evelyn has been a registered representative for seven years. She is registered with FINRA and the state of Texas. Evelyn's primary office is located in Dallas. Evelyn offers a variety of financial services to individuals and businesses. These include portfolio management, financial planning, and retirement planning. Evelyn is also a licensed insurance agent and can help clients with their insurance needs.
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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
06/29/2021 - Present
Raymond James Financial Services Advisors, Inc. (Dallas TX)
TX
08/16/2019 - 07/07/2021
J.P. MORGAN SECURITIES LLC (DALLAS TX)
TX
10/18/2016 - 06/25/2019
TD AMERITRADE, INC. (Southlake TX)
TX
02/26/2014 - 08/05/2016
TD AMERITRADE, INC. (FORT WORTH TX)
BOTH
Issued 12/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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