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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lushen? Claim Your ProfileLushen William Evans is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Lushen has been in the industry since 2015. Prior to joining Merrill Lynch, Lushen worked for NYLIFE SECURITIES LLC. Lushen is licensed in South Carolina and Texas. Lushen's areas of expertise include financial planning, portfolio management, and investment advisory services. Lushen has passed a number of securities exams including the Uniform Securities Agent State Law Examination, the Uniform Combined State Law Examination, the General Securities Principal Examination, the General Securities Representative Examination and the Investment Company Products/Variable Contracts Representative Examination.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
SC
10/03/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MOUNT PLEASANT SC)
SC
02/04/2020 - 09/04/2024
NYLIFE SECURITIES LLC (CHARLESTON SC)
BOTH
Issued 06/25/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2023
Series 24 - General Securities Principal Examination
BC
Issued 05/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/04/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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