Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devin? Claim Your ProfileDevin Pajeau is a financial advisor at Fidelity Personal And Workplace Advisors. Devin has been working in the industry since 2021, and has a Series 7, Series 63, and Series 66 license. Devin's office is located in Westlake, TX. Fidelity Personal And Workplace Advisors is a large investment advisory firm with approximately $1 billion - $10 billion in assets under management. The firm provides financial planning and investment management services to individuals, businesses, and charitable organizations.
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.
1
2
TX
02/04/2025 - Present
Fidelity Personal AND Workplace Advisors (DALLAS TX)
TX
08/31/2021 - 11/16/2021
EQUITABLE ADVISORS, LLC (DALLAS TX)
BOTH
Issued 04/07/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Devin Pajeau is the right advisor for you? Invested Better is here to help.
