Daniel L. Evans
Professional summary
Daniel Lewis Evans, who also goes by Dan Lewis Evans Jr, Daniel Lewis Evans Jr, Danny Lewis Evans Jr, is a registered financial professional currently at MTS SECURITIES, LLC located in Charlotte, North Carolina.
Daniel is registered as a RR (Registered Representative) and started their career in finance in 2016. Daniel has worked at 3 firms and has passed the Series 63, Series 7TO, SIE, Series 79 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Daniel Lewis Evans's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 30, 2025 - Present
MTS SECURITIES, LLC
May 20, 2022 - October 30, 2025
BOFA SECURITIES, INC.
February 16, 2016 - May 20, 2022
WELLS FARGO SECURITIES, LLC
State Registrations and Notice Filings
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Exams
Series 7TO
Date: 11/19/2025
General Securities Representative ExaminationFINRA
Current Firm
MTS SECURITIES, LLC
CRD#: 104059 / SEC#: , 8-52515
Contact information
FINRA licenses (53 States and Territories)
Documents
Red Flags
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