Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devlin? Claim Your ProfileDevlin Formey is a financial advisor with Northwestern Mutual Investment Services, LLC, in Princeton, NJ. Devlin is also registered as an Investment Advisor Representative in New Jersey. Prior to joining Northwestern Mutual, Devlin Formey worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Devlin has been in the financial industry for over 5 years. Devlin has a Series 66 license, Series 7 license, Series 10 license, Series 9 license and a SIE license.
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.
Investment research; referrals to other advisers
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.
Referral fees
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2
NJ
12/05/2022 - Present
Northwestern Mutual Investment Services, LLC (Princeton NJ)
NY
09/21/2020 - 05/05/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/27/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/17/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/19/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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