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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edwin? Claim Your ProfileEdwin McDevitt is a financial advisor with over 38 years of experience in the financial services industry. Edwin is registered with Raymond James & Associates, Inc. in Pennsylvania and Montana, and Edwin is also registered in Texas as a resident investment advisor representative. Edwin provides financial planning, investment management, and portfolio management services to individuals, businesses, corporations, and institutions. Edwin's other current business is rental real estate in Jenkintown, PA. Edwin is a Series 7, 9, 10, 31, and 63 license holder as well as a Series 65 licensed investment advisor. Edwin's primary office is located at Raymond James & Associates, Inc. in Jenkintown, Pennsylvania.
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.
Please see note in schedule d - miscellaneous
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
PA
12/04/2020 - Present
Raymond James & Associates, Inc. (JENKINTOWN PA)
PA
02/21/2006 - 05/22/2006
CITIGROUP GLOBAL MARKETS INC. (PHILADELPHIA PA)
MD
09/08/1994 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MO
07/18/1989 - 09/09/1994
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
04/11/1988 - 07/26/1989
SHEARSON LEHMAN HUTTON INC.
NA
01/23/1986 - 04/11/1988
E. F. HUTTON & COMPANY INC
NA
05/23/1985 - 01/07/1986
H. G. KUCH & COMPANY
IA
Issued 10/13/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/17/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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