Unclaimed
Daryl F. Devillier is a financial advisor with Ameriprise Financial Services, LLC. Daryl is licensed in Texas and has over 20 years of experience in the financial industry. Daryl specializes in providing financial planning, portfolio management, and asset allocation services to individuals, families, and businesses. Daryl has held past roles at Raymond James & Associates, Inc. and Morgan Stanley DW Inc. Daryl is committed to helping clients 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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
MA
07/28/2022 - Present
Ameriprise Financial Services, LLC (Springfield MA)
MA
04/21/2006 - 05/14/2018
RAYMOND JAMES & ASSOCIATES, INC. (SPRINGFIELD MA)
NY
01/04/2000 - 04/26/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 03/13/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 01/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daryl Devillier is the right advisor for you? Invested Better is here to help.