Unclaimed
Brian Stephen Devine is a financial advisor with BNY Mellon Securities Corp. in Boston, Massachusetts. Brian has been in the industry since August 19, 2013. Brian specializes in helping individuals and businesses with their investment needs. Brian is registered with FINRA and is licensed in 52 states and Puerto Rico.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
08/13/2020 - Present
BNY Mellon Securities Corp. (BOSTON MA)
MA
09/03/2014 - 07/29/2020
FORESIDE FUND SERVICES, LLC (BOSTON MA)
MA
07/28/2011 - 08/23/2012
BLACKROCK INVESTMENTS, LLC (BOSTON MA)
BC
Issued 09/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2022
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/27/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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