Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joann? Claim Your ProfileJoann McDevitt is an investment advisor representative with Benjamin F. Edwards & Company, Inc. based in Morristown, NJ. Joann has been in the financial services industry since 2009. Joann holds Series 7, 9, 10, 66, and SIE licenses. Joann provides financial planning, pension consulting, and educational seminars, as well as portfolio management for individuals and businesses. Before joining Benjamin F. Edwards & Company, Inc., Joann worked at Raymond James Financial Services, Inc. and Wells Fargo Clearing Services, LLC.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
04/06/2021 - Present
Benjamin F. Edwards & Company, Inc. (MORRISTOWN NJ)
NJ
10/22/2018 - 04/06/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (FLORHAM PARK NJ)
NJ
11/04/2009 - 11/07/2018
WELLS FARGO CLEARING SERVICES, LLC (MORRISTOWN NJ)
BOTH
Issued 05/07/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/07/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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