Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evelyn? Claim Your ProfileEvelyn Varner is a registered representative with Wells Fargo Clearing Services, LLC. Evelyn has been in the financial services industry since 2012. Evelyn has a Series 7, Series 24, Series 63, and Series 66 license. Evelyn is registered with the state of Maine and Pennsylvania for investment advisor activities and with the state of Massachusetts for broker-dealer activities. Evelyn is also registered with FINRA. Prior to joining Wells Fargo, Evelyn worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
Investment consulting services to institutional clients
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.
1
2
MO
02/10/2023 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MA
08/28/2012 - 12/02/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
NY
08/08/1995 - 09/03/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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