Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert A. Evans is an investment advisor representative who has been in the financial industry since January 31, 2012. Robert A. Evans is currently registered with J.p. Morgan Securities LLC. Robert A. Evans is also registered as an investment advisor representative in Florida and Texas. Robert A. Evans has been registered with J.p. Morgan Securities LLC since October 1, 2012. Prior to that, Robert A. Evans was registered with FIFTH THIRD SECURITIES, INC. and CHASE INVESTMENT SERVICES CORP. Robert A. Evans holds a Series 6, 7, 63, and 66 license. Robert A. Evans also has a Series SIE.
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.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
10/22/2019 - Present
J.p. Morgan Securities LLC (Parrish FL)
FL
08/31/2015 - 01/25/2016
FIFTH THIRD SECURITIES, INC. (BRADENTON FL)
FL
10/01/2012 - 01/08/2015
J.P. MORGAN SECURITIES LLC (SARASOTA FL)
OH
05/09/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
BOTH
Issued 08/10/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2018
Series 7 - General Securities Representative Examination
BC
Issued 05/06/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Robert Evans is the right advisor for you? Invested Better is here to help.
