Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devon? Claim Your ProfileDevon Goggin Robinson is a financial advisor with over 20 years of experience in the industry. Devon is currently registered with Raymond James Financial Services Advisors, Inc. and has previously worked with firms such as Citizens Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, BlackRock Investments, LLC, Fred Alger & Company, Incorporated, Columbia Management Distributors, Inc., Morgan Stanley DW Inc., and UBS PaineWebber Inc. Devon has a strong background in securities and investments. Devon is also a financial advisor at Fulton Bank and Fulton Financial Advisors. Devon offers financial planning and portfolio management services to individuals and businesses. Devon specializes in providing financial advice to clients who are seeking to meet their retirement planning needs. Devon also helps clients with estate planning and insurance needs. Devon can help you reach your 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
02/28/2022 - Present
Raymond James Financial Services Advisors, Inc. (Bethlehem PA)
PA
04/25/2017 - 02/25/2020
CITIZENS SECURITIES, INC. (SOUDERTON PA)
PA
01/12/2015 - 04/28/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALLENTOWN PA)
NJ
07/19/2012 - 12/09/2014
BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)
NY
08/31/2009 - 06/11/2012
FRED ALGER & COMPANY, INCORPORATED (NEW YORK NY)
MA
05/30/2006 - 08/24/2009
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
NY
07/22/2002 - 06/04/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
07/06/2001 - 07/18/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 01/29/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 07/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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