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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Gardiner Evans is a financial advisor with over 20 years of experience in the industry. John has a strong background in securities and investment management and holds several licenses and certifications. John is registered with Wells Fargo Clearing Services, LLC and has been with them since 2009. Prior to that, John was registered with UBS Financial Services Inc. and 1st Discount Brokerage, Inc. John provides a wide range of financial services to individuals, businesses, and institutions, including financial planning, investment management, and retirement planning. John is committed to providing personalized service to each of his clients and helping them 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.
Investment consulting services to institutional clients
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.
1
2
MD
06/03/2011 - Present
Wells Fargo Clearing Services, LLC (COLUMBIA MD)
DC
12/20/2002 - 02/24/2009
UBS FINANCIAL SERVICES INC. (WASHINGTON DC)
FL
08/21/2002 - 01/31/2003
1ST DISCOUNT BROKERAGE, INC. (LAKE WORTH FL)
CA
05/15/2001 - 08/21/2002
ACUMENT SECURITIES, INC. (SAN FRANCISCO CA)
BOTH
Issued 12/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 03/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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