Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ralph? Claim Your ProfileRalph Chesney Evans is a financial advisor currently working at Merrill Lynch, Pierce, Fenner & Smith Inc., a large financial firm with over $1 trillion in assets under management. Ralph has been in the industry since 1982 and has a diverse background in the financial services industry, having previously worked at Morgan Stanley DW Inc., Shearson Lehman Hutton Inc., E. F. Hutton & Company Inc, and Edward D. Jones & Co., L.P. Ralph has extensive experience with various investment products and services. Ralph is a registered representative in Oklahoma and a registered investment advisor in Oklahoma and Texas.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
OK
09/30/2002 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TULSA OK)
NY
02/22/1988 - 10/14/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NA
02/15/1988 - 03/03/1988
SHEARSON LEHMAN HUTTON INC.
NA
05/07/1984 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
04/05/1982 - 04/02/1984
EDWARD D. JONES & CO., L.P.
BC
Issued 3/23/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/21/1987
Series 15 - Foreign Currency Options Examination
BC
Issued 3/16/1987
Series 3 - National Commodity Futures Examination
BC
Issued 3/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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