Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devan? Claim Your ProfileDevan Elizabeth Gould is a financial advisor with Fidelity Personal And Workplace Advisors. Devan has been in the financial industry since 2004. Devan has a Series 7, Series 63, and Series 65 license and is registered in 53 states and the District of Columbia. Devan works with individuals, high net worth individuals, corporations and other businesses, and pension and profit-sharing plans.
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.
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.
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.
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2
MA
03/23/2021 - Present
Fidelity Personal AND Workplace Advisors (UXBRIDGE MA)
RI
02/28/2005 - 05/10/2017
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MA
10/20/2004 - 01/03/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
09/20/2004 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
IA
Issued 03/11/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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