Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Evon is a financial advisor with First Trust Advisors LP. Paul has been in the financial services industry since 2004 and has experience working with individuals, corporations, and investment companies. Paul is registered with the state of Illinois as a Registered Investment Advisor and a Registered Representative. Paul offers portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fixed fees per unit (uits) for portfolio supervisory services
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2
IL
08/10/2017 - Present
First Trust Advisors LP (WHEATON IL)
NJ
09/20/2013 - 01/11/2017
AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)
IL
08/31/2012 - 08/30/2013
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
IL
07/31/2008 - 03/16/2011
RYDEX DISTRIBUTORS, LLC (SCHAUMBURG IL)
IL
06/01/2006 - 11/13/2007
AMERICAN SKANDIA MARKETING, INC. (BUFFALO GROVE IL)
IL
06/14/2005 - 06/01/2006
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
MA
12/09/2004 - 06/06/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/09/2004 - 06/06/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 08/10/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/13/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/08/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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