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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devan? Claim Your ProfileDevan Vellios is a financial advisor with Cuso Financial Services, LP. Devan has over 19 years of experience in the financial services industry. Devan holds Series 6, 7, 63, and 66 licenses and has been registered with FINRA since 2003. Devan's expertise includes financial planning, pension consulting, and portfolio management for businesses and individuals.
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.
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
CA
06/07/2023 - Present
Cuso Financial Services, LP (VENTURA CA)
CA
05/21/2019 - 05/19/2023
CITIGROUP GLOBAL MARKETS INC. (AGOURA HILLS CA)
CA
01/09/2017 - 09/11/2018
EDWARD JONES (CALABASAS CA)
CA
07/19/2016 - 11/30/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (TORRANCE CA)
CA
10/17/2003 - 05/16/2016
AIG CAPITAL SERVICES, INC. (WOODLAND HILLS CA)
BOTH
Issued 01/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/16/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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