Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devin? Claim Your ProfileDevin Gary Shaeffer is a financial professional with over 20 years of experience in the industry. Devin is currently registered as an Investment Advisor Representative (IAR) with LPL Financial LLC and Perennial Financial Services. Devin has experience with both Broker Dealer and Investment Advisor services and holds the Series 6, 7, 22, 24, 63, and 66 licenses. Devin has previously worked with MML Investors Services, Inc. and Capital Financial Services, Inc. and has a history of serving clients in California, Texas, and other states. Devin's business activities include working with individuals, corporations, and charitable organizations and providing financial planning services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
06/24/2024 - Present
LPL Financial LLC (FRESNO CA)
CA
12/09/2003 - 01/24/2017
CAPITAL FINANCIAL SERVICES, INC. (FRESNO CA)
MA
10/02/2002 - 12/31/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 06/21/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/05/2004
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/01/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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