Unclaimed
John McDevitt is a Managing Director at Fort Point Capital Partners LLC. John has been in the industry since 2000 and has experience in the securities and investment advisory field. He is registered in California, New York, Oklahoma, and Texas. John has a Series 4, 3, 7, 55, 63, 57TO and SIE.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
09/16/2020 - Present
Fort Point Capital Partners LLC (SAN FRANCISCO CA)
CA
09/04/2002 - 03/11/2020
MORGAN STANLEY & CO. LLC (SAN FRANCISCO CA)
NY
10/05/2000 - 09/04/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 09/15/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2001
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/27/2002
Series 3 - National Commodity Futures Examination
BC
Issued 10/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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