Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evon? Claim Your ProfileEvon Joo Tin Harris is an investment advisor representative with Schwab Wealth Advisory, Inc. Evon has been in the financial services industry for over 17 years. Evon is licensed to provide investment advice in 21 states. Evon has worked for a number of firms including TD Ameritrade, Inc., J.P. Morgan Securities LLC, and Chase Investment Services Corp. Evon holds a Series 6, Series 7 and Series 66 license.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
FL
01/04/2022 - Present
Schwab Wealth Advisory, Inc. (Orlando FL)
TX
04/12/2016 - 10/19/2021
TD AMERITRADE, INC. (Southlake TX)
TX
10/01/2012 - 04/02/2016
J.P. MORGAN SECURITIES LLC (FLOWER MOUND TX)
TX
08/09/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ROANOKE TX)
FL
11/28/2005 - 08/09/2010
METLIFE SECURITIES INC. (TAMPA FL)
FL
11/28/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (TAMPA FL)
NY
08/14/2003 - 04/26/2004
AXA ADVISORS, LLC (NEW YORK NY)
MA
06/27/2003 - 07/28/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/27/2003 - 07/28/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 9/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2003
Series 7 - General Securities Representative Examination
BC
Issued 6/25/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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