Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Edwin Evans is a registered Investment Advisor Representative with Systematic Alpha Investments, LLC. Stephen is a Chartered Financial Analyst and has been in the industry since 1997. His previous experience includes roles at UST Securities Corp. and FAM Distributors, Inc. Stephen's current registration is with the state of New Jersey.
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.
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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NJ
08/10/2018 - Present
Systematic Alpha Investments, LLC (PRINCETON NJ)
CT
04/10/2006 - 03/05/2008
UST SECURITIES CORP. (STAMFORD CT)
NY
09/07/1999 - 06/21/2004
FAM DISTRIBUTORS, INC. (NEW YORK NY)
NJ
02/13/1997 - 09/03/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 04/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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