Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devin? Claim Your ProfileDevin Patel is a financial advisor with Alliancebernstein LP. Devin has been in the industry since 2017 and holds the Series 63, Series 65, Series 7 and SIE licenses. Devin's focus is on portfolio management for individuals, businesses, pooled investment vehicles, and investment companies. Devin has experience working with a variety of clients, including high-net-worth individuals, insurance companies, investment companies, charitable organizations, and state or municipal government entities. Devin is registered to provide investment advice in Florida, Georgia, and North Carolina.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
01/09/2023 - Present
Alliancebernstein LP (TAMPA FL)
BC
Issued 01/26/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/13/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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