Unclaimed
Devan Erik Peters is a financial professional with over 15 years of experience in the industry. Currently, Devan is a registered representative with Vanguard Marketing Corp., having joined the firm in December 2020. Prior to that, Devan was with J.P. Morgan Institutional Investments Inc. from April 2012 to December 2020. Devan is licensed to sell securities in all 50 states, plus the District of Columbia, Puerto Rico, and the Virgin Islands. Devan has successfully passed the Series 63, SIE, and Series 7 exams.
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
PA
12/08/2020 - Present
Vanguard Marketing Corp. (MALVERN PA)
OH
04/30/2012 - 12/02/2020
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (COLUMBUS OH)
OH
10/30/2007 - 11/05/2010
GA FINANCIAL, INC. (COLUMBUS OH)
BC
Issued 08/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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