Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devin? Claim Your ProfileDevin Brogan Loechtenfeldt is a registered representative with Fidelity Brokerage Services LLC and a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Devin has been in the securities industry since June 2023. Devin has a Series 7, Series 63, and Series 66 license. Devin's registrations are currently active in 56 states. Devin is a licensed agent in all 50 states, Puerto Rico and the US Virgin Islands. Devin's professional background includes experience in the financial services industry.
CINCINNATI, OH
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
08/15/2024 - Present
Fidelity Personal AND Workplace Advisors (CINCINNATI OH)
BOTH
Issued 8/9/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/12/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/2/2023
Series 7TO - General Securities Representative Examination
BC
Issued 5/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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