Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Whitney? Claim Your ProfileWhitney Tyler Evans is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Macon, GA. Evans has been in the industry since November 11, 1992, and holds both Series 63 and 65 licenses. Evans also holds multiple other licenses, including Series 3, 7, 9, 10, and 31. Evans is registered in 27 states, and specializes in a variety of financial products and services, including investment advisory services, retirement planning, and estate planning.
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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
06/18/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MACON GA)
IA
Issued 08/30/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/14/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2013
Series 3 - National Commodity Futures Examination
BC
Issued 12/01/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 11/09/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Whitney Evans is the right advisor for you? Invested Better is here to help.
