Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wyatt? Claim Your ProfileWyatt Evan Crowell is a licensed securities professional with over 20 years of experience in the financial industry. Wyatt has held positions at leading firms such as Barclays Capital Inc. and J.P. Morgan Securities Inc. Currently, Wyatt is a registered representative with HSBC Securities (USA) Inc. Wyatt is registered in all 50 states and the District of Columbia. Wyatt holds the Series 7, Series 10, Series 24, and Series 79TO licenses and is also a licensed securities agent in many states through the Series 63 examination.
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.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
01/14/2015 - Present
Hsbc Securities (usa) Inc. (NEW YORK NY)
NY
06/11/2012 - 12/11/2013
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
02/02/2010 - 06/01/2012
BARCLAYS CAPITAL INC. (NEW YORK NY)
TX
05/21/1996 - 06/03/2008
J.P. MORGAN SECURITIES INC. (DALLAS TX)
BC
Issued 03/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/04/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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