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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devaron? Claim Your ProfileDevaron Maurius Yates is a financial advisor at Valmark Advisers, Inc. Devaron Maurius Yates has been in the financial services industry since November 2004. Devaron Maurius Yates is a Certified Financial Planner and holds Series 6, 7, 24, 26, 51, 63, and 66 licenses. Devaron Maurius Yates is registered to provide investment advice in 24 states and is also registered with the Securities and Exchange Commission as an investment adviser representative. Devaron Maurius Yates is currently affiliated with Valmark Advisers, Inc. and Wealth Development Strategies Investment Advisory, Inc. Devaron Maurius Yates has prior experience with Hornor, Townsend & Kent, LLC, Waddell & Reed, and First Investors Corporation.
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.
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.
Strategic management for diversified investment portfolios.
Consulting
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.
1
2
TX
05/29/2024 - Present
Valmark Advisers, Inc. (Houston TX)
TX
09/01/2015 - 08/31/2021
HORNOR, TOWNSEND & KENT, LLC (HOUSTON TX)
TX
12/11/2013 - 09/08/2015
WADDELL & REED (HOUSTON TX)
TX
11/23/2004 - 12/10/2013
FIRST INVESTORS CORPORATION (HOUSTON TX)
BOTH
Issued 05/05/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2014
Series 24 - General Securities Principal Examination
BC
Issued 07/29/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/15/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/22/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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