Unclaimed
Devdatta Navare is a registered representative with BMO Capital Markets Corp. Devdatta has been in the financial services industry since 2006. Devdatta has a Series 7, Series 63 and Series 79TO license. Devdatta is registered in 51 states and the District of Columbia. Previously, Devdatta worked at KeyBanc Capital Markets Inc. in Boston, MA.
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.
Provision of securities trading ideas and research
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.
Fees for securities trading ideas and research
1
2
MA
10/19/2022 - Present
BMO Capital Markets Corp. (BOSTON MA)
MA
08/05/2009 - 10/21/2022
KEYBANC CAPITAL MARKETS INC. (BOSTON MA)
MA
12/20/2005 - 06/12/2009
KEYBANC CAPITAL MARKETS INC. (BOSTON MA)
BC
Issued 02/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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