Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evelyn? Claim Your ProfileEvelyn May-yee Huey is a financial advisor with LPL Financial LLC in FREMONT, CA. Evelyn has been in the financial industry since January 24, 2000. Evelyn holds the Series 63, 65, 66 and 7 licenses. Evelyn is registered with FINRA and the state of California.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
10/20/2017 - Present
LPL Financial LLC (FREMONT CA)
CA
08/15/2007 - 10/09/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MENLO PARK CA)
CA
07/01/2003 - 06/14/2007
WACHOVIA SECURITIES, LLC (EAST PALO ALTO CA)
NY
09/06/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CA
05/02/2001 - 08/31/2001
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
01/14/2000 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NY
11/10/1999 - 02/01/2000
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
BOTH
Issued 07/26/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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