Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Addison? Claim Your ProfileAddison Robert Devone is a financial professional with over 5 years of experience in the industry. Addison is currently registered with Lazard Freres & Co. LLC in California. Addison previously worked at G.W. Sherwold Associates, Inc., IMST Distributors, LLC and Morgan Stanley. Addison holds Series 7, Series 66, Series 79TO and SIE licenses.
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.
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.
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CA
07/15/2019 - Present
Lazard Freres & Co. LLC (LOS ANGELES CA)
CA
01/03/2019 - 05/13/2019
G.W. SHERWOLD ASSOCIATES, INC (LAKE FOREST CA)
CA
09/03/2014 - 02/09/2017
IMST DISTRIBUTORS, LLC (LOS ANGELES CA)
CA
08/27/2013 - 08/26/2014
MORGAN STANLEY (NEWPORT BEACH CA)
BOTH
Issued 09/27/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 02/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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