Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devon? Claim Your ProfileDevon Catherine MacKinnon is a financial advisor with over 12 years of experience in the industry. Devon is currently registered with Wells Fargo Clearing Services, LLC. Devon has a Series 6, Series 7, Series 63 and Series 65 license. Devon is also licensed to provide investment advice in multiple states, including Texas and Florida. Devon has worked with NYLIFE Securities LLC and Citizens Securities, INC in the past. Devon specializes in providing financial advice to individuals, businesses, charitable organizations, and high-net-worth individuals. Devon offers a variety of services, including financial planning, portfolio management, and investment consulting. Devon's office is located in Sarasota, Florida.
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.
Investment consulting services to institutional clients
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.
1
2
FL
06/18/2021 - Present
Wells Fargo Clearing Services, LLC (SARASOTA FL)
RI
03/09/2016 - 02/14/2017
CITIZENS SECURITIES, INC. (CRANSTON RI)
RI
11/16/2009 - 02/08/2016
NYLIFE SECURITIES LLC (JOHNSTON RI)
IA
Issued 11/17/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/13/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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