Unclaimed
Devin Koerner is a financial professional with over 5 years of experience in the industry. Devin is currently registered with Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Advisor Networks LLC, and Cetera Investment Services LLC. Previously, Devin was associated with Summit Brokerage Services, Inc. Devin is licensed to provide securities-related services in all 50 states.
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.
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.
1
2
MN
06/21/2018 - Present
Cetera Advisors LLC (ST CLOUD MN)
MN
03/28/2019 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (ST CLOUD MN)
BC
Issued 07/11/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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