Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devan? Claim Your ProfileDevan Piccone is a financial professional with over 5 years of experience in the industry. Devan is currently registered with IBN Financial Services, Inc. and has been with the firm since May 2023. Devan's previous experience includes working at several financial institutions, including E*TRADE SECURITIES LLC, LBMZ SECURITIES, INC., NEUBERGER BERMAN BD LLC, DEUTSCHE AM DISTRIBUTORS, INC., and IBN FINANCIAL SERVICES, INC. Devan holds the Series 7, Series 63, and Series 66 securities licenses and the SIE exam. Devan specializes in providing financial planning and portfolio management services to individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Selection and monitoring fees
1
2
NY
05/30/2023 - Present
IBN Financial Services, Inc. (LIVERPOOL NY)
IL
03/04/2021 - 04/19/2021
E*TRADE SECURITIES LLC (CHICAGO IL)
IL
11/26/2018 - 10/13/2020
LBMZ SECURITIES, INC. (CHICAGO IL)
IL
07/03/2017 - 06/15/2018
NEUBERGER BERMAN BD LLC (CHICAGO IL)
IL
06/24/2016 - 07/05/2017
DEUTSCHE AM DISTRIBUTORS, INC. (CHICAGO IL)
NY
02/11/2016 - 02/16/2016
IBN FINANCIAL SERVICES, INC. (PITTSFORD NY)
BOTH
Issued 08/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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