Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Evjen is a financial advisor registered with Fidelity Personal And Workplace Advisors in New York, NY. Robert has been in the securities industry since 2020 and has experience with securities, investment banking, and investment advisory services. Robert offers financial planning, educational seminars, selection of other advisors, portfolio management for individuals and portfolio management for businesses. Robert is registered with the Securities and Exchange Commission (SEC) and holds Series 7TO, Series 57TO, and Series 66 licenses. Robert has also worked at Chimera Securities, LLC, and Dow Jones, in New York, NY.
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.
1
2
NY
07/25/2024 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
NY
01/29/2020 - 01/31/2024
CHIMERA SECURITIES, LLC (NEW YORK NY)
BOTH
Issued 06/04/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/29/2020
Series 57TO - Securities Trader Exam
BC
Issued 07/02/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Robert Evjen is the right advisor for you? Invested Better is here to help.
