Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward G. Devinger is a financial advisor with Great Valley Advisor Group, Inc. Edward has been working in the financial services industry since 2008 and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Edward holds the Series 6, 7, 63 and 65 licenses as well as the SIE. Edward's office is located in Brookfield, WI, but they also work with clients across several other states. Edward's practice specializes in providing financial advice to individuals, high-net-worth individuals, businesses, and pension and profit-sharing plans. They offer a variety of services, including financial planning, portfolio management, and consulting services.
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.
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.
Consulting services
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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WI
05/26/2016 - Present
Great Valley Advisor Group, Inc. (Brookfield WI)
WI
06/26/2008 - 05/08/2015
METLIFE SECURITIES INC. (MILWAUKEE WI)
IA
Issued 03/16/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/25/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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