Unclaimed
Charles Wesley Devoe is an investment advisor representative at Steward Partners Investment Advisory, LLC. He is a registered representative in Texas and Louisiana. Charles has been in the industry since 2016 and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Raymond James Financial Services, Inc. His specialties include retirement planning, estate planning, and insurance. Charles is dedicated to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NY
07/29/2019 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
TX
07/26/2019 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (AUSTIN TX)
TX
08/19/2016 - 07/29/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUSTIN TX)
BOTH
Issued 9/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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