Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pasquale? Claim Your ProfilePasquale Evangelista is a financial advisor with over 25 years of experience. Pasquale joined Raymond James & Associates, Inc. in 2010, and has been a registered representative since 1994. Pasquale also holds a Series 65 license, indicating their ability to provide investment advice. In addition to their current role at Raymond James & Associates, Inc., Pasquale has experience with other firms, including M&I FINANCIAL ADVISORS, INC, MORGAN STANLEY DW INC., and PRUDENTIAL SECURITIES INCORPORATED. Pasquale is registered in 30 states and holds several certifications, including the Series 7, Series 63, and Series 65.
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.
Please see note in schedule d - miscellaneous
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
FL
11/21/2013 - Present
Raymond James & Associates, Inc. (NAPLES FL)
FL
07/20/2006 - 04/13/2010
M&I FINANCIAL ADVISORS, INC (NAPLES FL)
FL
11/02/2000 - 07/05/2006
MORGAN STANLEY DW INC. (PUNTA GORDA FL)
NY
12/05/1994 - 10/31/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 02/28/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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