Unclaimed
John Patrick Devine is an investment advisor representative with Truist Advisory Services, Inc. John has been in the industry for over 30 years and has held various roles at different financial institutions, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Paine Webber Incorporated and Wells Fargo Clearing Services, LLC. John is licensed to provide investment advice in Virginia. He specializes in providing financial planning, portfolio management, and selection of other advisors. John is committed to helping clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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
VA
07/05/2022 - Present
Truist Advisory Services, Inc. (MCLEAN VA)
MO
05/08/2021 - 07/21/2021
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
VA
05/24/2013 - 01/08/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MCLEAN VA)
NA
01/15/1992 - 01/14/1995
SIGNET FINANCIAL SERVICES,INC.
NJ
03/16/1989 - 12/24/1991
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
CT
10/03/1988 - 03/20/1989
DOMINICK & DOMINICK, INCORPORATED (OLD GREENWICH CT)
NA
02/17/1988 - 10/04/1988
DOMINICK & DOMINICK, INCORPORATED
NA
07/22/1987 - 02/24/1988
BLINDER, ROBINSON & CO., INC.
IA
Issued 06/09/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/05/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/1993
Series 24 - General Securities Principal Examination
BC
Issued 05/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/18/2021
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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