Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evelyn? Claim Your ProfileEvelyn Burgett is a financial advisor at Momentum Independent Network Inc. Evelyn has been in the financial services industry since 1997 and has a wide range of experience in providing financial advice. Evelyn is also a registered representative with Hilltop Securities Asset Management, LLC. Evelyn is a Certified Financial Planner and specializes in financial planning, investment management, and retirement planning. Evelyn is committed to providing her clients with personalized service and helping them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
12b-1 fees
1
2
TX
02/16/2024 - Present
Momentum Independent Network Inc. (DALLAS TX)
TX
04/07/2022 - 07/26/2022
AVANTAX INVESTMENT SERVICES, INC. (DALLAS TX)
TX
12/12/2017 - 04/08/2022
HILLTOP SECURITIES INC. (DALLAS TX)
TX
12/12/2017 - 04/08/2022
MOMENTUM INDEPENDENT NETWORK INC. (DALLAS TX)
TX
03/28/2013 - 07/10/2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
10/01/1997 - 03/18/2013
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
NA
08/26/1997 - 09/17/1997
1ST GLOBAL CAPITAL CORP.
RI
01/08/1997 - 09/04/1997
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 06/09/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2023
Series 4 - Registered Options Principal Examination
BC
Issued 01/25/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/20/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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