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 over 25 years of experience in the financial services industry. Michael currently works at Seia as a Senior Partner. Michael is a registered Investment Advisor in California and Texas, and is also a Series 6, 7, and 63 licensed representative. Michael's professional experience includes working at Charles Schwab & Co., Inc., Paine Webber Incorporated and Pruco Securities Corporation. Michael specializes in providing financial planning, investment management, portfolio management for businesses and individuals, and selection of other advisors. In addition to his role at Seia, Michael also holds an Insurance License.
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.
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
03/29/2019 - Present
Seia (LOS ANGELES CA)
CA
11/02/2018 - 08/23/2023
OSAIC WEALTH, INC. (NEWPORT BEACH CA)
CA
11/03/2003 - 11/02/2018
SIGNATOR INVESTORS, INC. (NEWPORT BEACH CA)
TX
10/09/1998 - 10/09/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NJ
02/20/1997 - 05/04/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NJ
06/11/1996 - 02/25/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 05/23/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/10/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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