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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devin? Claim Your ProfileDevin J Coffey is a financial advisor with The Ayco Company, LP, a firm that provides financial planning, investment management and other services to individuals, businesses, and institutions. Devin is a registered representative of The Ayco Company, LP and is licensed to provide financial advice in all 50 states. Devin has been in the financial services industry since 2018 and has extensive experience in investment management, financial planning, and retirement planning. Devin is committed to helping clients achieve their financial goals and providing them with the personalized guidance they need to make informed financial decisions.
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.
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.
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.
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2
CA
05/09/2022 - Present
THE Ayco Company, LP (San Fransisco CA)
BOTH
Issued 11/10/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2023
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2018
Series 7 - General Securities Representative 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.
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Cboe Exchange, Inc.
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FINRA
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Investors' Exchange LLC
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Long-Term Stock Exchange, Inc.
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MEMX LLC
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MIAX Emerald, LLC
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MIAX PEARL, LLC
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Miami International Securities Exchange, LLC
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NYSE American LLC
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NYSE Arca, Inc.
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NYSE Chicago, Inc.
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NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
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Nasdaq ISE, LLC
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Nasdaq MRX, LLC
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Nasdaq PHLX LLC
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Nasdaq Stock Market
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New York Stock Exchange
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