Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devin? Claim Your ProfileDevin Anthony Palmese is a financial advisor at Cambridge Investment Research Advisors, Inc. Devin has been in the financial services industry since 2013. Devin is a registered representative with FINRA and holds the Series 6, 7, 63 and 65 licenses. Devin is also a registered Investment Advisor Representative. Devin specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Devin has experience working with individuals, high net worth individuals, charitable organizations, pension and profit sharing plans, and state or municipal government entities. Devin's previous experience includes working at Lincoln Financial Advisors Corporation and LPL Financial LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Solicitation fees from 3rd party money managers
1
2
VA
10/17/2024 - Present
Cambridge Investment Research Advisors, Inc. (Midlothian VA)
VA
07/12/2013 - 11/01/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (GLEN ALLEN VA)
VA
03/25/2013 - 07/25/2013
LPL FINANCIAL LLC (GLEN ALLEN VA)
IA
Issued 06/12/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/22/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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