Unclaimed
Gideon Evans is a financial advisor with Janney Montgomery Scott LLC, based in Marlton, NJ. Gideon has been in the financial services industry since 1982 and has experience working with clients in various areas, including investment management, financial planning, and pension consulting. Gideon holds a Series 7, Series 3, Series 5, Series 15, Series 63, and Series 66 license. Gideon has extensive experience providing financial advice to individuals and families, businesses, charitable organizations, pension and profit sharing plans, and state or municipal government entities.
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.
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.
Fee plus commission
1
2
NJ
12/22/2021 - Present
Janney Montgomery Scott LLC (MARLTON NJ)
NY
09/19/1985 - 11/18/1994
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NA
01/10/1985 - 10/07/1985
OPPENHEIMER & CO., INC.
NA
04/12/1982 - 02/08/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
02/09/1982 - 04/16/1982
ROONEY, PACE INC.
BOTH
Issued 12/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1985
Series 3 - National Commodity Futures Examination
BC
Issued 06/12/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 04/27/1982
Series 5 - Interest Rate Options Examination
BC
Issued 01/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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