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Elizabeth Devenney

Equitable Distributors, LLC

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About Elizabeth Devenney

Elizabeth Devenney is a financial advisor with Equitable Distributors, LLC. Elizabeth has been in the industry since 2014 and holds a Series 6, 26, 63, 99TO and SIE. Elizabeth is registered in North Carolina. Prior to her current role, Elizabeth worked at Equitable Advisors, LLC, GWFS Equities, Inc., and MetLife Investors Distribution Company. Elizabeth is licensed to sell Investment Company Products/Variable Contracts.

Firm Information

Elizabeth Devenney is currently registered with Equitable Distributors, LLC. Equitable Distributors, LLC is a Limited Liability Company formed in 2002. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico. Equitable Distributors, LLC has one arbitration disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

312

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Elizabeth Devenney’s Registration & Firm History

NY

01/28/2021 - Present

Equitable Distributors, LLC (New York NY)

NC

10/18/2019 - 01/15/2021

EQUITABLE ADVISORS, LLC (CHARLOTTE NC)

CO

11/09/2016 - 06/03/2019

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

NC

12/08/2014 - 11/04/2016

METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 09/14/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/23/2017

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/08/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Elizabeth Devenney.
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