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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evelyn? Claim Your ProfileEvelyn Vera is an active investment advisor representative with Morgan Stanley. Evelyn has been in the securities industry since 2007 and holds a variety of licenses and registrations. Evelyn has also held previous positions at J.P. Morgan Securities LLC, Citigroup Global Markets Inc., and PFS Investments Inc. In addition to working with Morgan Stanley, Evelyn is an Independent Business Consultant for Primerica Financial Services. Evelyn is registered in 53 states and the District of Columbia for both broker-dealer and investment advisor activities. Evelyn specializes in providing financial planning, portfolio management, and asset allocation advice.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
07/27/2021 - Present
Morgan Stanley (New York NY)
NJ
01/27/2021 - 07/08/2021
PFS INVESTMENTS INC. (UNION NJ)
NY
09/26/2014 - 06/03/2019
J.P. MORGAN SECURITIES LLC (New York NY)
CT
11/02/2007 - 05/23/2014
CITIGROUP GLOBAL MARKETS INC. (GREENWICH CT)
BOTH
Issued 01/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/19/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/04/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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