Unclaimed
Patricia Evans has been in the financial services industry since 1996 and is currently registered with Fidelity Brokerage Services LLC. Patricia is licensed to sell securities in 25 states and holds the Series 6, Series 7 and Series 63 licenses as well as the SIE exam. Prior to joining Fidelity Brokerage Services LLC, Patricia worked at Vanguard Marketing Corporation, Guardian Investor Services Corporation, and John Hancock Distributors, Inc.
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.
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.
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2
KY
02/21/2013 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
PA
04/22/1999 - 02/07/2013
VANGUARD MARKETING CORPORATION (MALVERN PA)
NY
04/20/1998 - 04/07/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MA
10/10/1996 - 04/02/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
10/10/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 10/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/09/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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