Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devon? Claim Your ProfileDevon T. Philip is a registered representative with Principal Securities, Inc. Devon is also registered as an Investment Advisor Representative. Devon is based in Fort Myers, FL and has been in the industry for 10 years. Devon has passed the Series 7TO, SIE and Series 66 exams. Devon specializes in Financial Planning, Pension Consulting, Portfolio Management for Individuals and Educational Seminars.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
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2
FL
07/17/2024 - Present
Principal Securities, Inc. (FORT MYERS FL)
BOTH
Issued 07/15/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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