Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devin? Claim Your ProfileDevin Cole is a financial advisor with Wells Fargo Clearing Services, LLC. Devin is registered as a broker-dealer and investment advisor representative in Alabama and Texas. Devin is also registered as a broker-dealer in 17 states, including Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Maine, Maryland, Massachusetts, Mississippi, New York, North Carolina, South Carolina, Tennessee, Texas and Virginia. Devin has been in the securities industry for over 3 years and specializes in providing financial planning, investment consulting services to institutional clients, and portfolio management for both businesses and individuals. Devin also has experience in pension consulting and the selection of other advisors. Devin's prior experience includes roles at the University of Alabama, Shelton State Community College and Hoover High School.
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.
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.
Investment consulting services to institutional clients
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.
1
2
AL
03/15/2024 - Present
Wells Fargo Clearing Services, LLC (BIRMINGHAM AL)
BOTH
Issued 12/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/23/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Devin Cole is the right advisor for you? Invested Better is here to help.
