Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Gregson Evans is an investment advisor representative with Fidelity Personal AND Workplace Advisors. Robert has been in the industry since January 17, 2012 and is currently registered with the state of Colorado as an Investment Advisor Representative. Robert has a Series 63, 65, 7, 9 and SIE license and is licensed to provide investment advisory services in 53 states. Robert is a registered investment advisor representative with Fidelity Personal AND Workplace Advisors and was previously with RBC Capital Markets Corporation.
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.
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.
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.
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2
CO
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
NY
06/05/2006 - 07/18/2006
RBC CAPITAL MARKETS CORPORATION (NEW YORK NY)
NY
06/06/2005 - 07/15/2005
RBC CAPITAL MARKETS CORPORATION (NEW YORK NY)
IA
Issued 02/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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