Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devin? Claim Your ProfileDevin Destefano is a financial advisor with Edward Jones, a firm with approximately $10 billion to $50 billion in assets under management. Devin has been in the financial industry since 1997 and has a broad range of experience in providing financial planning services, portfolio management for individuals and businesses, and pension consulting. Devin has also been registered with Wells Fargo Clearing Services, LLC, Mesirow Financial, Inc., and Wells Fargo Advisors LLC.
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.
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.
See schedule d - miscellaneous
1
2
MO
11/11/2022 - Present
Edward Jones (Creve Coeur MO)
MO
09/27/2021 - 11/02/2022
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
06/30/2004 - 04/01/2020
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
IL
09/12/1997 - 04/21/2004
MESIROW FINANCIAL, INC. (CHICAGO IL)
IA
Issued 09/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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