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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph David Evans is a registered investment advisor representative with Cetera Investment Advisers LLC. Joseph Evans has been in the industry since 1989. Joseph Evans holds Series 3, 7, 9, 10, 63, and 65 licenses. Joseph Evans is also a registered investment advisor in 21 states. Joseph Evans was previously employed by Morgan Stanley, Wells Fargo Advisors, LLC, Smith Barney Inc., Lehman Brothers Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Joseph Evans is the owner of Evans Wealth Management, an investment advisory firm. Joseph Evans works from an office in Citrus Heights, California.
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.
A percentage of the total value of assets under management is charged.
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2
CA
01/22/2025 - Present
Cetera Investment Advisers LLC (Citrus Heights CA)
CA
08/28/2015 - 06/30/2020
MORGAN STANLEY (FOLSOM CA)
CA
09/12/1997 - 09/03/2015
WELLS FARGO ADVISORS, LLC (WESTLAKE VILLAGE CA)
NY
07/31/1993 - 09/19/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
04/16/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
01/24/1989 - 04/22/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/07/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/23/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2003
Series 3 - National Commodity Futures Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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