Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evelyn? Claim Your ProfileEvelyn Borges is a financial advisor with Fidelity Personal And Workplace Advisors. Evelyn has been in the securities industry for 13 years and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, PNC Investments, HSBC Securities (USA) Inc., J.P. Morgan Securities LLC, and Chase Investment Services Corp. Evelyn is registered with the state of New Jersey and Texas and holds the following securities licenses: Series 7, Series 6, Series 63, and Series 66. Evelyn's specialties include retirement planning, investment planning, and college planning.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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2
NJ
02/03/2022 - Present
Fidelity Personal AND Workplace Advisors (LITTLE FALLS NJ)
NJ
03/13/2018 - 12/13/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAKE HOPATCONG NJ)
NJ
01/19/2016 - 02/13/2018
PNC INVESTMENTS (WEST ORANGE NJ)
NJ
09/30/2015 - 01/04/2016
HSBC SECURITIES (USA) INC. (RAMSEY NJ)
NJ
10/01/2012 - 09/09/2015
J.P. MORGAN SECURITIES LLC (MONTCLAIR NJ)
NJ
03/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MONTCLAIR NJ)
BOTH
Issued 05/08/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2018
Series 7 - General Securities Representative Examination
BC
Issued 02/27/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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