Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devin? Claim Your ProfileDevin Vaughn Zeisset is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. Devin has been in the industry since May 2022 and is licensed in Ohio and Michigan. Devin has passed the Series 7, Series 66, and SIE exams. In addition to being a registered investment advisor representative, Devin is also an insurance agent. Devin is a volunteer treasurer for the Oregon Schools Foundation. Devin is an experienced professional with a passion for helping individuals and families 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.
Comprehensive financial plans to help you achieve your personal and business 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.
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.
Solicitation fees from 3rd party money managers
1
2
OH
02/24/2023 - Present
Cambridge Investment Research Advisors, Inc. (Oregon OH)
OH
05/09/2022 - 03/26/2023
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (OREGON OH)
BOTH
Issued 09/30/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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