Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evelyn? Claim Your ProfileEvelyn Walker is a registered representative with J.p. Morgan Securities LLC. Evelyn has been in the financial services industry since December 30, 2013. Evelyn has a Series 6, Series 7TO, Series 63, and Series 66 license. Evelyn is also a registered investment advisor representative in the state of California. Evelyn has experience working with individual investors, high-net-worth individuals, and institutions. Evelyn provides a range of financial services, including financial planning, portfolio management, and investment advisory services. Evelyn is committed to helping her clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
04/27/2022 - Present
J.p. Morgan Securities LLC (Corona CA)
CA
04/20/2021 - 05/10/2022
WELLS FARGO CLEARING SERVICES, LLC (YORBA LINDA CA)
CA
09/12/2018 - 03/15/2021
UNIONBANC INVESTMENT SERVICES, LLC (RIVERSIDE CA)
CA
11/13/2013 - 08/29/2018
J.P. MORGAN SECURITIES LLC (COLTON CA)
BOTH
Issued 06/26/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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