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Richard D Evensen

Fidelity Brokerage Services LLC

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About Richard D Evensen

Richard Evensen is a financial professional registered with Fidelity Brokerage Services LLC. He is licensed to provide investment advice in Kentucky. Richard is a Series 7 and SIE exam qualified professional with a strong understanding of the securities industry. Richard's professional experience spans a period of several months and his focus is on providing exceptional customer service.

Firm Information

Richard Evensen is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Richard Evensen’s Registration & Firm History

KY

08/30/2024 - Present

Fidelity Brokerage Services LLC (COVINGTON KY)

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Licenses & Designations

BC

Issued 08/30/2024

Series 7TO - General Securities Representative Examination

BC

Issued 07/16/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There is public disclosure for Richard D Evensen. Review regulatory record here.
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