linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Denise Dolores Devlin

Bestvest Investments, Ltd.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Denise? Claim Your Profile

About Denise Dolores Devlin

Denise Dolores Devlin is a financial professional with over 28 years of experience in the industry. Denise is currently registered with Bestvest Investments, Ltd. and has a Series 7, Series 11, Series 55, Series 57TO and a SIE license. Denise has been registered with Bestvest Investments, Ltd. since July 2001. Denise has also been registered with the following states: California, Florida, Maryland, Massachusetts, New Jersey, New York, North Carolina, and Pennsylvania. Prior to working with Bestvest Investments, Ltd., Denise was registered with First Liberty Investment Group, Inc. in Philadelphia, PA. Denise specializes in portfolio management for individuals and financial planning.

Firm Information

Denise Devlin is currently registered with Bestvest Investments, Ltd.. Bestvest Investments, Ltd. is a Corporation registered with the SEC and in 50 states. Founded in 1995, the firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and banking or thrift institutions. With 121 clients and approximately $75,186,176 in regulatory assets under management, Bestvest Investments is committed to helping clients achieve their financial goals.

$75.19M

Assets Under Management

5

Total Clients

16

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Denise Devlin’s Registration & Firm History

PA

07/09/2001 - Present

Bestvest Investments, Ltd. (MEDIA PA)

PA

08/31/1994 - 07/11/2001

FIRST LIBERTY INVESTMENT GROUP, INC. (PHILADELPHIA PA)

Not sure if Denise Dolores Devlin is right for you?

Licenses & Designations

BC

Issued 02/29/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/01/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 11/23/1999

Series 7 - General Securities Representative Examination

BC

Issued 08/29/1994

Series 11 - Assistant Representative-Order Processing Qualification Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Denise Dolores Devlin.
Not sure if Denise Dolores Devlin is right for you?