Unclaimed
Devin Ashley Born is an investment professional who has been in the industry since March 1993. Devin is currently registered with Lifemark Securities Corp. in Massachusetts, Pennsylvania and Texas. Previously Devin worked at Comprehensive Asset Management and Servicing, Inc., Prime Capital Services, Inc. and WMA Securities, Inc. Devin is a registered representative and investment advisor representative. Devin has passed the Series 6, 7, 26, 63 and 65 exams. Devin holds a FINRA license through Lifemark Securities Corp., and Devin offers financial planning, portfolio management for individuals, and selection of 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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
06/08/2021 - Present
Lifemark Securities Corp. (ROCHESTER NY)
NJ
09/17/2007 - 06/16/2016
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (PARSIPPANY NJ)
PA
03/14/2000 - 09/17/2007
PRIME CAPITAL SERVICES, INC. (READING PA)
GA
11/10/1997 - 03/06/2000
WMA SECURITIES, INC. (DULUTH GA)
MA
02/22/1993 - 10/30/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
02/22/1993 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 05/08/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/18/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Devin Born is the right advisor for you? Invested Better is here to help.