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EB

Evan Blum

METRONOME SECURITIES
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 7752936
EB

Professional summary

Evan Blum is a registered financial professional currently at METRONOME SECURITIES, LLC located in Chicago, Illinois.

Evan is registered as a RR (Registered Representative) and started their career in finance in 2023. Evan has worked at 2 firms and has passed the Series 63, Series 7TO, Series 79TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Evan Blum's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 7, 2024 - Present

METRONOME SECURITIES, LLC

Office #1: 200 W. Madison Suite 2040, Chicago, IL 60606
BD
CRD#: 158957
Chicago, IL
Past

August 21, 2023 - November 16, 2023

TRUIST SECURITIES, INC.

BD
CRD#: 6271
ATLANTA, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Illinois
(8/7/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 8/26/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/8/2023
General Securities Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 8/21/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/5/2023
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

MS
METRONOME SECURITIES, LLC
METRONOME SECURITIES, LLC

CRD#: 158957 / SEC#: , 8-68947

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
200 W. Madison Suite 2040, Chicago, IL 60606
Mailing Address
200 W. Madison Suite 2040, Chicago, IL 60606
Phone number
(312) 239-1650
Established
Illinois since 07/13/2011
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
5KARCHMER PARTNERS, INC.MEMBER
ROSENKRANZ PARTNERS, INC.MEMBER
KARCHMER, RANDY HAROLDMANAGING PARTNER2548780
ROSENKRANZ, JEFF ADAMMANAGING PARTNER/CFO/CCO, FINOP, PFO/POO1948180

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

METRONOME SECURITIES, LLC

CRD#: 158957Chicago, IL 60606

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