Unclaimed
Devin Masoner is a registered investment advisor representative with State Farm Investment Management Corp. Devin holds Series 6, 7, 63, and 66 licenses. Devin's career in the financial services industry began on March 16, 2014. Devin is also registered with the state of Tennessee and Kentucky. In addition to Devin's role with State Farm Investment Management Corp., Devin is also the owner of Devin Masoner's Insurance Agency.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
TN
05/16/2023 - Present
State Farm Investment Management Corp. (Corryton TN)
TN
07/17/2014 - 05/04/2016
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
TN
11/18/2013 - 06/12/2014
EDWARD JONES (NASHVILLE TN)
IA
Issued 04/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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