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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennie? Claim Your ProfileJennie Devlin is a financial advisor with Cambridge Investment Research Advisors, Inc. based in Malden, Massachusetts. Jennie has been in the industry since 2008 and has experience with investments and financial planning. Jennie is also registered with the states of Massachusetts and New Hampshire. Jennie holds multiple industry licenses and has passed several exams, including the Series 7, Series 24, Series 66, and the SIE. She is a Registered Representative and Investment Advisor Representative. Jennie provides a variety of financial services to her clients, including portfolio management, financial planning, and educational seminars.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MA
03/05/2024 - Present
Cambridge Investment Research Advisors, Inc. (Malden MA)
MA
02/07/2008 - 12/09/2022
CANTELLA & CO., INC. (Malden MA)
BOTH
Issued 02/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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