Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Evitts is an investment advisor representative at Amundi Asset Management US, Inc. Stephen has been in the industry since July 1994 and has experience with various firms, including Fidelity Brokerage Services LLC and National Financial Services LLC. Stephen holds the Series 6, 7, 24, 63, 66, 99TO, and SIE licenses. Stephen is registered in the state of Massachusetts and has the following specializations: Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, and Selection of Other Advisers.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
03/08/2022 - Present
Amundi Asset Management US, Inc. (BOSTON MA)
MA
11/28/2017 - 07/09/2021
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
MA
01/03/2007 - 07/09/2021
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
MA
12/16/2005 - 11/01/2006
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
01/29/2003 - 03/10/2005
IXIS ASSET MANAGEMENT DISTRIBUTORS, L.P. (BOSTON MA)
MA
07/20/1999 - 05/20/2002
LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)
RI
07/22/1997 - 07/22/1999
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
NY
09/13/1995 - 06/27/1997
NYLIFE SECURITIES INC. (NEW YORK NY)
RI
10/15/1991 - 04/13/1995
FIDELITY DISTRIBUTORS CORPORATION (SMITHFIELD RI)
BOTH
Issued 04/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/14/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Stephen Evitts is the right advisor for you? Invested Better is here to help.
