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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devaya? Claim Your ProfileDevaya Kennedy is a financial advisor with Wells Fargo Clearing Services, LLC. Devaya is registered with the state of New York and has been in the industry since 2009. Devaya has passed several FINRA exams including the Series 7, Series 9, Series 10, and Series 63 exams. Devaya has experience providing investment consulting services to institutional clients and provides financial planning and portfolio management for individuals and businesses. Devaya also offers pension consulting services and helps clients select other advisors.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
07/23/2021 - Present
Wells Fargo Clearing Services, LLC (NEW YORK NY)
BC
Issued 02/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/11/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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