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Stephen Boland Evensen

FHN Financial Securities Corp.

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About Stephen Boland Evensen

Stephen Boland Evensen is a financial advisor with FHN Financial Securities Corp. in Houston, Texas. Stephen has been working in the financial services industry since May 24, 1997 and has a wide range of experience. Stephen is licensed to sell securities in Texas.

Firm Information

Stephen Evensen is currently registered with FHN Financial Securities Corp.. FHN Financial Securities Corp. is a Corporation registered in 53 states and the District of Columbia. It was formed on October 30, 1998, and has been approved by the SEC. The firm has been involved in 7 Regulatory Events and 1 Arbitration case.

Not reported

Assets Under Management

Not reported

Total Clients

259

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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Stephen Evensen’s Registration & Firm History

TX

04/01/2017 - Present

FHN Financial Securities Corp. (HOUSTON TX)

TX

05/08/2013 - 04/01/2017

COASTAL SECURITIES, INC. (HOUSTON TX)

TX

05/05/2009 - 12/18/2012

GOLDEN BENEFICIAL SECURITIES CORPORATION (HOUSTON TX)

TX

09/26/2007 - 12/16/2008

USF SECURITIES, L.P. (HOUSTON TX)

TX

08/02/2004 - 10/03/2007

AMERICAN GENERAL SECURITIES INCORPORATED (HOUSTON TX)

TX

04/29/2003 - 07/06/2004

NEXT FINANCIAL GROUP, INC. (HOUSTON TX)

TX

01/10/2003 - 02/06/2003

FISERV INVESTOR SERVICES, INC. (HOUSTON TX)

GA

06/07/2000 - 12/31/2000

ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)

GA

11/30/1993 - 08/26/1999

ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)

NA

07/15/1993 - 12/16/1993

AMERICAN CAPITAL MARKETING, INC.

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Licenses & Designations

BC

Issued 07/07/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/05/2024

Series 54 - Municipal Advisor Principal Qualification Examination

BC

Issued 01/02/2023

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 06/30/1995

Series 4 - Registered Options Principal Examination

BC

Issued 10/17/2023

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/25/2009

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 09/01/1994

Series 7 - General Securities Representative Examination

BC

Issued 07/14/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Boland Evensen.
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