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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 Kelley is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Devin has been in the financial services industry since 2011 and has a wide range of experience. Devin holds the Series 6, 7, 63 and 65 licenses and the SIE exam. Devin is registered to provide investment advice in 33 states and has been with Merrill Lynch since 2019. Previously Devin was with PNC Investments for 6 years and Hornor, Townsend & Kent, Inc. for 2 years. Devin is able to provide financial advice and services to a wide range of clients including individuals, families, businesses, and institutions. Devin is committed to providing personalized service and helping clients achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
PA
08/09/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (UPPER SAINT CLAIR PA)
PA
09/06/2013 - 02/05/2019
PNC INVESTMENTS (MCMURRAY PA)
PA
04/25/2011 - 08/15/2013
HORNOR, TOWNSEND & KENT, INC. (PITTSBURGH PA)
IA
Issued 12/23/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/25/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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