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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenia? Claim Your ProfileKenia Chavez is an Investment Advisor Representative with Evergreen Capital Management LLC. Kenia has been in the securities industry since December 2018, previously working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bellevue, Washington. Kenia is licensed to offer securities advice in Washington. Evergreen Capital Management LLC offers investment advisory services to individuals, businesses, pooled investment vehicles, and charitable organizations. Their services include financial planning, portfolio management, and educational seminars. The firm has a strong track record of providing personalized investment advice to a wide range of clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Unsolicited investment advice on an ad hoc basis
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Negotiated fees for ad hoc unsolicited investment advice
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WA
11/29/2023 - Present
Evergreen Capital Management LLC (BELLEVUE WA)
WA
03/22/2022 - 11/24/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BELLEVUE WA)
BOTH
Issued 01/23/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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