Unclaimed
Devin Edward O'Neill is a financial professional registered in Florida and nine other states, specializing in investment company products and variable contracts. Devin has been in the industry since April 2023 and currently works with Northwestern Mutual Investment Services, LLC. Devin is licensed with Series 6, 63, and SIE licenses and holds a bachelor's degree in Business Administration from the University of Central Florida.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
FL
04/30/2024 - Present
Northwestern Mutual Investment Services, LLC (Clearwater FL)
BC
Issued 04/02/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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