Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devon? Claim Your ProfileDevon Blair is a registered representative with Thrivent Investment Management Inc. in Raleigh, NC. Devon has been in the securities industry since 2021, and holds the Series 7TO, SIE, and Series 66 licenses. Devon's primary focus is on providing financial planning and portfolio management services to individuals and high-net-worth clients. Devon has experience working with Equitable Advisors, LLC, a well-known financial services firm, and has expertise in 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
A percentage of the total value of assets under management is charged.
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NC
02/05/2024 - Present
Thrivent Investment Management Inc. (Raleigh NC)
NY
02/05/2022 - 03/22/2022
EQUITABLE ADVISORS, LLC (WOODBURY NY)
BOTH
Issued 02/02/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/07/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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