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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tejay? Claim Your ProfileTejay M. Evans is an investment advisor representative with Fidelity Personal AND Workplace Advisors. Tejay M. Evans has been in the industry since August 2001 and has registrations in 53 states, District of Columbia, Puerto Rico and US Virgin Islands. Tejay M. Evans is registered with FINRA and the state of Kentucky. Tejay M. Evans specializes in providing financial planning, educational seminars and selection of other advisors. Fidelity Personal AND Workplace Advisors is a Registered Investment Advisor with offices in Boston, Massachusetts. Fidelity Personal AND Workplace Advisors manages over $818 billion in assets for a wide range of client types including individuals, corporations, and pension plans.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 09/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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