Unclaimed
Jeffrey Robin Evans is a licensed securities professional with over 2 years of experience in the financial services industry. Jeffrey is registered with Fidelity Brokerage Services LLC, and has passed the Series 7TO, Series 63, and SIE exams. Jeffrey is registered to sell securities in 51 states.
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
UT
02/25/2021 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
BC
Issued 03/05/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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