Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evelyn? Claim Your ProfileEvelyn Marie Zohlen is a financial advisor with Apella Wealth. She has been in the industry since 1998 and holds a Series 6 and a Series 63 license. Evelyn is also a Certified Financial Planner. Evelyn Marie Zohlen provides financial planning and portfolio management services to individuals, businesses, and institutions. She is committed to helping her clients achieve their financial goals. Evelyn Marie Zohlen also provides pro bono financial planning to underprivileged community members.
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.
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.
A percentage of the total value of assets under management is charged.
Fee for financial planning services. fees for technology.
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CA
07/20/2023 - Present
Apella Wealth (HUNTINGTON BEACH CA)
PA
08/03/1998 - 07/12/2002
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 09/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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