Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Evelyn is a financial professional with over 18 years of experience in the industry. Gerald Evelyn is currently registered with Invesco Distributors, Inc. and holds a Series 7, Series 7TO and Series 63 license. Gerald Evelyn has previously worked with firms such as Susquehanna Financial Group, LLLP, Morgan Stanley & Co. LLC, Banc of America Securities LLC, and 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.
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.
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2
NY
02/20/2021 - Present
Invesco Distributors, Inc. (NEW YORK NY)
NY
03/30/2016 - 02/26/2018
SUSQUEHANNA FINANCIAL GROUP, LLLP (NEW YORK NY)
NY
05/06/2010 - 03/21/2016
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
01/26/2009 - 04/19/2010
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
10/30/2001 - 01/26/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 02/05/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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