Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Evangelista is a financial professional with over four years of experience in the financial services industry. Stephen is currently registered with TD Securities (usa) LLC and holds the Series 7, Series 63, Series 79TO and SIE licenses. Stephen has previously held positions at LLOYDS SECURITIES and INSURANCE ADVISORY PARTNERS LLC.
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.
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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2
NY
04/18/2022 - Present
TD Securities (usa) LLC (NEW YORK NY)
NY
08/27/2021 - 03/31/2022
INSURANCE ADVISORY PARTNERS LLC (New York NY)
NY
08/22/2018 - 08/04/2021
LLOYDS SECURITIES (NEW YORK NY)
BC
Issued 08/31/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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