Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devin? Claim Your ProfileDevin McDonald is a financial advisor who is registered with Fidelity Personal and Workplace Advisors. Devin's current registrations are with the states of California and Texas. Devin has been active in the industry since 2024. Devin also previously held registration with Equitable Advisors, LLC. Devin has a Series 66 and Series 7TO license. Devin is a licensed advisor in 53 states. Devin specializes in advising individuals, high-net-worth individuals, businesses, pensions and profit-sharing plans, charitable organizations and state or municipal government entities. Devin is affiliated with Fidelity Personal and Workplace Advisors, which is a large firm with more than $1 billion in assets under management. Fidelity Personal and Workplace Advisors offers a variety of services including financial planning, educational seminars, and portfolio management for individuals and businesses.
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
12/13/2024 - Present
Fidelity Personal AND Workplace Advisors (SAN DIEGO CA)
CA
12/07/2023 - 05/30/2024
EQUITABLE ADVISORS, LLC (SAN DIEGO CA)
BOTH
Issued 01/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/24/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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