Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Devlin has been in the financial services industry since 1993. John has a Series 6 license and is currently registered as an Investment Advisor Representative with World Equity Group, Inc. John has been registered with this firm since January 4th, 2024. Previously, John was employed by THE LEADERS GROUP, INC. and Global Atlantic Distributors, 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.
1
2
MT
01/04/2024 - Present
World Equity Group, Inc. (Bozeman MT)
CO
02/08/2023 - 12/31/2023
THE LEADERS GROUP, INC. (LITTLETON CO)
CT
05/02/2019 - 07/07/2022
GLOBAL ATLANTIC DISTRIBUTORS, LLC (HARTFORD CT)
CO
04/01/2009 - 04/22/2019
TRANSAMERICA CAPITAL, INC. (DENVER CO)
PA
11/14/1994 - 03/23/2009
DIRECTED SERVICES LLC (WEST CHESTER PA)
DE
06/30/2000 - 09/06/2000
ING FUNDS DISTRIBUTOR, INC. (WILMINGTON DE)
NJ
07/15/1991 - 10/29/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
07/15/1991 - 10/29/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 11/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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