Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy C. Devin is a financial advisor at Raymond James & Associates, Inc. Jeremy has over 20 years of experience in the financial services industry, and has been registered with the Financial Industry Regulatory Authority (FINRA) since 2000. Jeremy has a strong background in investment management, financial planning, and retirement planning. Jeremy is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Jeremy is a Registered Representative of Raymond James Financial Services Advisors, Inc., which is a Registered Investment Advisor, and provides financial planning services.
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
FL
05/02/2022 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
09/28/2021 - 04/27/2022
MORGAN STANLEY (Temple Terrace FL)
IL
02/24/2000 - 08/15/2008
ROSENTHAL GLOBAL SECURITIES LLC (CHICAGO IL)
BOTH
Issued 11/02/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2023
Series 4 - Registered Options Principal Examination
BC
Issued 12/08/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/02/2022
Series 24 - General Securities Principal Examination
BC
Issued 09/02/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 09/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/14/2021
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2000
Series 72 - Government 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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