Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederic? Claim Your ProfileFrederic Devinney is an investment advisor representative with American Investors Co. and is active in both Broker-Dealer and Investment Advisor capacities. Frederic has been in the securities industry since 1966 and has a broad range of experience in financial planning, investment advice, and insurance sales. Frederic has been registered with American Investors Co. since 2000, Frederic is also a registered investment advisor with his own firm. Frederic specializes in working with individuals, families, and small businesses.
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.
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.
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
CA
09/15/2000 - Present
American Investors Co. (WALNUT CREEK CA)
MA
01/18/1993 - 03/10/1994
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
MA
04/06/1987 - 12/31/1992
ASSOCIATED PLANNERS SECURITIES CORPORATION (BOSTON MA)
NA
03/17/1975 - 04/22/1987
AMERICAN INVESTORS COMPANY
NA
06/08/1973 - 04/07/1975
EQUITEC SECURITIES CO
NA
06/08/1973 - 06/11/1973
SPECTRUM FINANCIAL GROUP, INC.
NA
05/10/1973 - 06/08/1973
EQUITEC SECURITIES COMPANY
NA
10/27/1966 - 06/08/1973
EQUITEC SECURITIES CO
BC
Issued 11/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 07/19/1973
Series 00 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/1966
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Frederic Devinney is the right advisor for you? Invested Better is here to help.
