Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devin? Claim Your ProfileDevin Goldsmith Kaufman is a financial advisor with CCO Capital, LLC in Phoenix, Arizona. Devin has been in the financial services industry since 2015 and is licensed to provide financial advice in Arizona and California. Devin holds Series 7, Series 63, and Series 65 licenses as well as the SIE exam. Devin previously worked at EATON VANCE DISTRIBUTORS, INC. in Boston, Massachusetts and COLE CAPITAL CORPORATION in Phoenix, Arizona.
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.
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2
AZ
02/15/2021 - Present
CCO Capital, LLC (PHOENIX AZ)
MA
10/12/2017 - 07/12/2019
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
AZ
04/07/2015 - 09/13/2017
COLE CAPITAL CORPORATION (PHOENIX AZ)
IA
Issued 10/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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