Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Hugh Evans is a financial advisor with over 29 years of experience in the industry. Robert currently works at Ameriprise Financial Services, LLC. Previously, Robert was registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED from 1994 to 2012. Robert is a licensed broker and an investment advisor representative. Robert is registered in 21 states, including Alabama, Arizona, Arkansas, Colorado, Florida, Georgia, Idaho, Indiana, Maine, Maryland, Michigan, Mississippi, North Carolina, Ohio, Pennsylvania, Tennessee, Texas, and Virginia. Robert holds the following licenses: Series 63, Series 65, Series 7, and SIE. Robert specializes in retirement planning, college savings plans, and estate planning. Robert is also an expert in asset allocation and portfolio management.
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.
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.
Asset allocation services
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.
1
2
MS
09/16/2024 - Present
Ameriprise Financial Services, LLC (Tupelo MS)
MS
06/08/1994 - 08/24/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TUPELO MS)
IA
Issued 06/24/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American 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.
