Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devoleon? Claim Your ProfileDevoleon Taylor is a financial advisor with over 17 years of experience in the industry. Devoleon is currently registered with J.P. Morgan Securities LLC and holds Series 7, Series 31, Series 63, and Series 66 licenses. Devoleon has previously worked at PNC Investments, Charles Schwab & Co., Inc., Scottrade, Inc., Morgan Stanley DW Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company. Devoleon is a licensed advisor in multiple states including Ohio, Texas, Arizona, Florida, Michigan, North Carolina and South 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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
05/24/2022 - Present
J.p. Morgan Securities LLC (SEVEN HILLS OH)
OH
11/13/2014 - 05/05/2022
PNC INVESTMENTS (CLEVELAND OH)
OH
10/03/2006 - 11/12/2009
CHARLES SCHWAB & CO., INC. (RICHFIELD OH)
OH
08/08/2005 - 08/10/2006
SCOTTRADE, INC. (AKRON OH)
NY
05/04/2004 - 02/17/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
MN
09/15/2003 - 01/30/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/15/2003 - 01/30/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 1/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/28/2004
Series 31 - Futures Managed Funds Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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