Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devon? Claim Your ProfileDevon Portz is a financial advisor with over 7 years of experience in the industry, holding a Series 7, Series 66 and SIE license. Devon is registered with United Planners' Financial Services Of America A Limited Partner in Wisconsin and is actively providing financial planning and portfolio management services to individuals and businesses.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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
WI
08/21/2024 - Present
United Planners' Financial Services OF America A Limited Partner (HARTLAND WI)
BOTH
Issued 08/21/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/11/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Devon Portz is the right advisor for you? Invested Better is here to help.
