Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devin? Claim Your ProfileDevin Iafelice is a financial advisor with First Trust Advisors LP. Devin has been in the financial services industry for 6 years. Devin has experience working with clients that include individuals, pooled investment vehicles, investment companies, corporations or other businesses, and high-net-worth individuals. Devin has passed the Series 7, Series 66, and SIE exams. Devin has been registered with FINRA and the state of Illinois since November 2021. Prior to joining First Trust Advisors LP, Devin worked at Foreside Fund Services, LLC. Devin is a Registered Representative for both First Trust Advisors LP and First Trust Portfolios L.P.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fixed fees per unit (uits) for portfolio supervisory services
1
2
IL
11/17/2021 - Present
First Trust Advisors LP (WHEATON IL)
ME
12/09/2019 - 10/29/2021
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
NY
08/22/2018 - 10/23/2019
LPL FINANCIAL LLC (EAST ROCHESTER NY)
NY
02/14/2018 - 03/21/2018
LPL FINANCIAL LLC (ROCHESTER NY)
NY
06/13/2017 - 02/14/2018
INVEST FINANCIAL CORPORATION (ROCHESTER NY)
BOTH
Issued 06/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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