Unclaimed
Daniel Devaney has been in the financial industry since 1977 and is currently registered with Samuel A. Ramirez & Company, Inc. Daniel has previously held positions at Whitaker Securities LLC, Morgan Stanley DW Inc., Paine Webber Incorporated, Harry Downs & Company, Inc., MKI Securities Corp., and Vierling, Devaney & Maguire, Inc. Daniel is licensed in 6 states: California, Florida, Georgia, Massachusetts, New Jersey, and New York. Daniel holds the Series 7, Series 52TO, 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.
1
2
NY
05/11/2005 - Present
Samuel A. Ramirez & Company, Inc. (NEW YORK NY)
NY
03/10/2004 - 05/06/2005
WHITAKER SECURITIES LLC (NEW YORK NY)
NY
06/16/1993 - 01/20/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
11/01/1989 - 05/18/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
12/02/1987 - 04/21/1989
HARRY DOWNS & COMPANY, INC.
NA
06/11/1985 - 07/07/1987
MKI SECURITIES CORP.
NA
05/10/1976 - 05/15/1985
VIERLING, DEVANEY & MAGUIRE, INC.
BC
Issued 01/09/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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