Unclaimed
Devin Eduardo Goldman is a registered representative with J.p. Morgan Securities LLC. Devin is licensed to provide investment advice in the state of Florida. Devin has been in the financial services industry since 2021. Devin has passed the SIE, Series 7TO, and is registered with FINRA and the state of Florida. Devin specializes in providing financial advice to individuals, corporations, charitable organizations, high-net-worth individuals, and insurance companies. Previously, Devin worked at PHX FINANCIAL, INC. Devin's branch office is located at 1031 S. MILITARY TRAIL in DEERFIELD BEACH, FL.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
12/12/2022 - Present
J.p. Morgan Securities LLC (DEERFIELD BEACH FL)
FL
04/15/2022 - 06/01/2022
PHX FINANCIAL, INC. (Fort Lauderdale FL)
BC
Issued 04/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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