Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devona? Claim Your ProfileDevona Benavidez is a financial advisor at Raymond James Financial Services Advisors, Inc., with over 15 years of experience in the industry. Devona is registered as a Registered Representative (RA) in New Mexico and Texas. Devona holds Series 66, 24, SIE, 31, and 7 licenses. Devona is also a Certified Financial Planner. Prior to joining Raymond James, Devona worked at WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and MORGAN STANLEY.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NM
04/17/2024 - Present
Raymond James Financial Services Advisors, Inc. (Albuquerque NM)
NM
06/23/2017 - 04/22/2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ALBUQUERQUE NM)
NM
06/01/2009 - 06/27/2017
MORGAN STANLEY (ALBUQUERQUE NM)
NM
07/02/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ALBUQUERQUE NM)
BOTH
Issued 07/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 07/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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