Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devon? Claim Your ProfileDevon McArdle has been in the financial services industry since 2000. Devon is currently registered with McDonald Partners LLC in Ohio, Indiana, and Michigan. Devon has previously worked for Fifth Third Securities, Inc. and McDonald Investments Inc. Devon is a licensed investment advisor representative and securities agent. Devon holds a Series 7, Series 31, Series 63, Series 66 and SIE securities licenses. Devon specializes in providing financial planning and portfolio management services to individual and corporate clients. Devon also offers services for pooled investment vehicles and pension consulting.
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.
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
OH
01/15/2008 - Present
McDonald Partners LLC (CLEVELAND OH)
MI
09/25/2007 - 01/11/2008
FIFTH THIRD SECURITIES, INC. (BRIGHTON MI)
MI
02/02/2006 - 06/22/2006
FIFTH THIRD SECURITIES, INC. (ANN ARBOR MI)
OH
03/11/2004 - 11/03/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
04/04/1996 - 11/05/2001
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
BOTH
Issued 03/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 03/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Devon McArdle is the right advisor for you? Invested Better is here to help.
