Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devin? Claim Your ProfileDevin Schwartz is a financial advisor at Raymond James Financial Services Advisors, Inc. based in Manhattan, Kansas. Devin has been in the financial services industry since 2010, and holds Series 7, Series 66, and SIE licenses. In addition to being a financial advisor, Devin is also involved in several other business activities, including agriculture and farming. Devin is a licensed advisor in Colorado, Kansas, Missouri, Nebraska, Oklahoma, and Wyoming.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
KS
04/21/2021 - Present
Raymond James Financial Services Advisors, Inc. (Manhattan KS)
KS
02/18/2010 - 04/22/2021
WADDELL & REED (Dighton KS)
BOTH
Issued 04/26/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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