Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devian? Claim Your ProfileDevian Blocker is a financial advisor at Truist Advisory Services, Inc. Devian is a registered investment advisor in South Carolina, as well as a registered representative in 53 other states. Devian has been in the industry since July 2022 and holds the Series 63, Series 65, Series 6TO and SIE licenses. Devian specializes in providing financial planning, portfolio management and wrap fee products. Devian's experience includes working with individuals, high-net-worth individuals, corporations, trusts, and other entities.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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
SC
05/07/2024 - Present
Truist Advisory Services, Inc. (GREENVILLE SC)
SC
06/27/2023 - 05/16/2024
WELLS FARGO CLEARING SERVICES, LLC (GREENVILLE SC)
SC
05/20/2022 - 05/10/2023
J.P. MORGAN SECURITIES LLC (Greenville SC)
IA
Issued 07/11/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/05/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Devian Blocker is the right advisor for you? Invested Better is here to help.
