Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Evans is a financial advisor with Stonex Advisors Inc., based in Birmingham, Alabama. Patrick has been a registered representative for over 18 years. Patrick works with individuals, families, and businesses to develop financial plans and investment strategies. Patrick holds the Series 6, Series 63, and Series 65 licenses and the SIE certification.
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.
Financial consulting services
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.
1
2
AL
08/29/2024 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
AL
11/15/2018 - 05/07/2021
PRUCO SECURITIES, LLC. (BIRMINGHAM AL)
AL
03/25/2017 - 10/31/2018
MML INVESTORS SERVICES, LLC (BIRMINGHAM AL)
AL
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
AL
06/21/2010 - 01/02/2015
NEW ENGLAND SECURITIES (BIRMINGHAM AL)
CO
08/10/2004 - 06/22/2010
METLIFE SECURITIES INC. (GREELEY CO)
CO
08/10/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (GREELEY CO)
IA
Issued 03/11/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Patrick Evans is the right advisor for you? Invested Better is here to help.
