Unclaimed
Devon Lynn Reynolds is a financial advisor with over 20 years of experience in the financial services industry. Devon is registered with MML Investors Services, LLC and has held previous registrations with NYLIFE Securities LLC and First Command Financial Planning, Inc. Devon is a Chartered Financial Consultant and holds several industry licenses including Series 6, 7, 63, and 65. Devon specializes in providing financial planning services to individuals, corporations, and charitable organizations. Devon is committed to providing personalized advice and guidance to help 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.
Asset allocation programs
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.
Solicitors fees
1
2
GA
08/21/2014 - Present
MML Investors Services, LLC (ATLANTA GA)
GA
06/01/2007 - 03/13/2008
NYLIFE SECURITIES LLC (ATLANTA GA)
CA
04/28/2003 - 05/07/2007
FIRST COMMAND FINANCIAL PLANNING, INC. (SAN DIEGO CA)
IA
Issued 11/09/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/24/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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