Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lawrence Devlin has been a registered representative in the financial services industry since 2002. Jeffrey is currently a Registered Representative at Citigroup Global Markets Inc. Previously, Jeffrey was employed by SVB Investment Services Inc., Citi Private Advisory, LLC, and Lehman Brothers Inc. Jeffrey has experience in Financial Planning, Asset Allocation Advice, and Portfolio Management. Jeffrey holds the Series 63, Series 7, and SIE licenses.
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.
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.
Asset allocation advice
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.
1
2
NY
12/05/2023 - Present
Citigroup Global Markets Inc. (Long Island City NY)
NY
05/06/2022 - 09/28/2023
SVB INVESTMENT SERVICES INC. (New York NY)
CT
03/31/2017 - 04/13/2022
CITI PRIVATE ADVISORY, LLC (Stamford CT)
CT
05/29/2007 - 04/13/2022
CITIGROUP GLOBAL MARKETS INC. (Stamford CT)
NY
09/20/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
NY
04/19/2006 - 09/07/2006
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
11/01/2002 - 04/19/2006
NEUBERGER BERMAN MANAGEMENT INC. (NEW YORK NY)
BC
Issued 11/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2002
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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