Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devon? Claim Your ProfileDevon James Ritch is a financial advisor based in San Francisco, CA. Devon is currently registered with Union Square Advisors LLC. Devon's experience in the financial services industry began in 2005. Devon holds a Series 7, Series 63, Series 24, Series 79TO and SIE license. In the past, Devon has been employed by RBC Capital Markets, LLC and RBC Capital Markets Corporation. Devon is registered in California and Ohio.
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.
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.
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2
CA
08/06/2015 - Present
Union Square Advisors LLC (SAN FRANCISCO CA)
NY
02/29/2008 - 11/25/2014
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
CA
08/03/2005 - 02/29/2008
RBC CAPITAL MARKETS CORPORATION (SAN FRANCISCO CA)
BC
Issued 08/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2016
Series 24 - General Securities Principal 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 08/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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