Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Devlin is a securities professional with over 30 years of experience in the industry. Brian is currently registered with Truist Securities, Inc., located in Boston, Massachusetts. Brian has held positions at several other firms, including Evercore Group L.L.C., International Strategy & Investment Group LLC, Cantor Fitzgerald & Co., FTN Equity Capital Markets Corp., Jefferies & Company, Inc., Banc of America Securities LLC, J.P. Morgan Securities Inc., ABN AMRO Incorporated, The Chicago Corporation, Banca IMI Securities Corp., Dean Witter Reynolds Inc., PaineWebber Incorporated, Herzog, Heine, Geduld, Inc., Beckerman and Company, Inc., and OppenheimerFunds Distributor, Inc. Brian holds Series 4, 7, 24, and 63 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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2
MA
11/15/2023 - Present
Truist Securities, Inc. (BOSTON MA)
MA
12/21/2015 - 06/02/2023
EVERCORE GROUP L.L.C. (Boston MA)
MA
10/08/2010 - 12/31/2015
INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (BOSTON MA)
MA
01/07/2010 - 06/25/2010
CANTOR FITZGERALD & CO. (BOSTON MA)
MA
09/30/2008 - 12/22/2009
FTN EQUITY CAPITAL MARKETS CORP. (BOSTON MA)
MA
05/02/2006 - 11/21/2007
JEFFERIES & COMPANY, INC. (BOSTON MA)
NY
07/08/2003 - 04/19/2006
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
05/01/2001 - 07/02/2003
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
08/17/1999 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
CT
01/02/1997 - 08/31/1999
ABN AMRO INCORPORATED (STAMFORD CT)
IL
05/18/1994 - 01/02/1997
THE CHICAGO CORPORATION (CHICAGO IL)
NY
05/04/1993 - 06/17/1994
BANCA IMI SECURITIES CORP. (NEW YORK NY)
NY
03/27/1992 - 05/03/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
06/26/1990 - 04/16/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
11/13/1989 - 07/03/1990
HERZOG, HEINE, GEDULD, INC. (NEW YORK NY)
NA
01/02/1989 - 11/15/1989
BECKERMAN AND COMPANY, INC.
NA
08/23/1988 - 09/06/1988
OPPENHEIMERFUNDS DISTRIBUTOR, INC.
BC
Issued 01/06/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2006
Series 4 - Registered Options Principal Examination
BC
Issued 10/13/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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