Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evelyn? Claim Your ProfileEvelyn Mercedes Benbrahim is a financial advisor currently registered with Insigneo Advisory Services, LLC. Evelyn has been working in the industry since 1994. Prior to joining Insigneo Advisory Services, LLC, Evelyn was employed by MORGAN STANLEY. Evelyn specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Evelyn holds Series 7, Series 63, and Series 65 licenses.
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.
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.
Consolidation of financial reports and consulting 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.
A percentage of the total value of assets under management is charged.
Rebates/trailer fees
1
2
NY
09/21/2023 - Present
Insigneo Advisory Services, LLC (New York NY)
NY
08/02/2013 - 09/29/2023
MORGAN STANLEY (New York NY)
NY
10/01/2012 - 08/06/2013
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
02/27/2001 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
MA
01/04/2000 - 04/27/2000
TUCKER ANTHONY INCORPORATED (BOSTON MA)
MA
04/09/1991 - 01/27/1998
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NY
10/08/1990 - 10/18/1990
BREAN MURRAY, FOSTER SECURITIES INC. (NEW YORK NY)
IA
Issued 07/01/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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