Evan Heller

Financial Advisor, Park Avenue Securities at Certified Financial Services
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Contact Information
us****@****om
(386) 825-5501

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Bio

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Credentials

  • Series 7 & Series 66
    FINRA
    Apr, 2015
    - Nov, 2024
  • Life, Health, Long Term Care Licenses
    -
    Dec, 2014
    - Nov, 2024

Experience

    • United States
    • Financial Services
    • 100 - 200 Employee
    • Financial Advisor, Park Avenue Securities
      • Nov 2014 - Present

      Helping my clients move towards an improved level of overall financial balance. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Certified Financial Services is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. CA Insurance License # 4071013 Show less

    • United States
    • Education Administration Programs
    • 1 - 100 Employee
    • Owner
      • Apr 2013 - Oct 2016

      Pro Martial Arts offers character education and leadership skills classes to help build character and confidence using martial arts, kickboxing, and other related fitness classes. Pro Martial Arts offers character education and leadership skills classes to help build character and confidence using martial arts, kickboxing, and other related fitness classes.

    • United States
    • Insurance
    • 1 - 100 Employee
    • Sales and Marketing Director
      • Dec 2008 - Mar 2013

      Employee benefits, health insurance, property and casualty, 401K, human resource administration Employee benefits, health insurance, property and casualty, 401K, human resource administration

    • Manager/Coach
      • Sep 2006 - Nov 2008

Education

  • Lynn University
    Bachelor of Science (B.S.), Hospitality and Recreation Marketing Operations
    2002 - 2006
  • Tenafly High School

Community

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