Unclaimed
Justin Carr Evans is a financial advisor with Commonwealth Financial Network, a firm based in Waltham, Massachusetts. Justin has been in the financial industry for eight years, specializing in various financial services, including investment management, financial planning, and pension consulting. Justin has passed the Securities Industry Essentials Examination (SIE), the Series 6 exam, and the Uniform Securities Agent State Law Examination (Series 63). Justin is registered with the state of Iowa. Prior to joining Commonwealth Financial Network, Justin was previously registered with Principal Securities, Inc. and Transamerica Investors Securities Corporation.
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.
1
2
IA
06/16/2022 - Present
Commonwealth Financial Network (Cedar Rapids IA)
IA
04/20/2018 - 07/12/2022
PRINCIPAL SECURITIES, INC. (Cedar Rapids IA)
IA
06/17/2014 - 04/09/2018
TRANSAMERICA INVESTORS SECURITIES CORPORATION (CEDAR RAPIDS IA)
BC
Issued 02/20/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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