Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Evans is a financial advisor with Vanderbilt Advisory Services in Woodbury, NY. Michael has been in the industry since 1991. Michael has a wide range of experience in providing financial advice to a diverse clientele, including high-net-worth individuals, corporations, and charitable organizations. Michael holds the Series 6, 7, 24, 63, and 65 licenses, allowing Michael to offer a comprehensive suite of services, including portfolio management, financial planning, and investment advisory services.
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.
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
NY
05/30/2017 - Present
Vanderbilt Advisory Services (WOODBURY NY)
CT
03/17/2006 - 05/30/2017
HORNOR, TOWNSEND & KENT, INC. (CHESHIRE CT)
CT
02/28/2000 - 03/03/2006
EDWARD JONES (CHESHIRE CT)
MA
01/26/2000 - 03/27/2000
BANKBOSTON INVESTOR SERVICES, INC. (BOSTON MA)
MA
01/02/1997 - 03/27/2000
FIS SECURITIES, INC. (BOSTON MA)
IN
01/02/1996 - 12/31/1996
MDS SECURITIES INCORPORATED (CARMEL IN)
ME
02/28/1994 - 12/31/1995
440 FINANCIAL DISTRIBUTORS, INC. (PORTLAND ME)
MA
07/21/1993 - 03/04/1994
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
MA
04/03/1991 - 06/11/1993
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/03/1991 - 06/11/1993
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 02/15/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1994
Series 7 - General Securities Representative Examination
BC
Issued 04/02/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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