Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devon? Claim Your ProfileDevon Barker is a financial professional with over 10 years of experience in the industry. Devon has a strong background in securities, having passed both the Series 7 and Series 6 exams. Devon is currently registered with Osaic Wealth, Inc. and provides financial advice and services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Devon has a special focus on providing financial planning services, portfolio management for both individuals and businesses, and pension consulting. Devon is committed to providing personalized financial advice that helps 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.
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.
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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2
CO
06/14/2024 - Present
Osaic Wealth, Inc. (CONIFER CO)
AL
04/20/2023 - 06/14/2024
SECURITIES AMERICA, INC. (Birmingham AL)
OH
02/18/2020 - 05/13/2022
MEEDER DISTRIBUTION SERVICES, INC. (DUBLIN OH)
CO
06/02/2014 - 06/03/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
CO
12/23/2011 - 03/12/2014
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
BC
Issued 02/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/22/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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