Evelyn N. Macintyre
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Evelyn Nell Macintyre, who also goes by Evelyn Kiyak, was a registered financial professional .
Evelyn is a previously registered financial professional and started their career in finance in 1983. Evelyn had worked at 5 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 14, 2013 - January 4, 2016
PLANNING ALTERNATIVES LTD
February 10, 2010 - October 18, 2013
CAPELLI FINANCIAL SERVICES INC
February 15, 1988 - May 8, 1989
LEHMAN BROTHERS INC.
November 6, 1987 - February 15, 1988
E. F. HUTTON & COMPANY INC
May 25, 1983 - November 11, 1987
FIRST OF MICHIGAN CORPORATION
Primary Firm SEC Registration
PLANNING ALTERNATIVES LTD
CRD#: 110268 / SEC#: 801-18310
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
PLANNING ALTERNATIVES LTD
CRD#: 110268 / SEC#: 801-18310
Contact information
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 683 |
| AUM (Assets Under Management) | $ 1,283,122,581 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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