Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph J Devlin is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Joseph has been in the industry since December 9, 2000. Joseph is registered to provide investment advice in 35 states and holds multiple securities licenses, including Series 6, 7, 26 and 66. In addition to working for Merrill Lynch, Joseph has experience with other firms such as FIRST CLEARING CORPORATION, WHEAT, FIRST SECURITIES, INC., and RESRV PARTNERS, INC.. Joseph is currently located in WAYNE, PA.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
PA
05/19/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WAYNE PA)
MO
02/05/1999 - 08/29/2001
FIRST CLEARING CORPORATION (ST. LOUIS MO)
NC
01/17/1997 - 02/05/1999
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NY
03/06/1989 - 01/14/1995
RESRV PARTNERS, INC. (NEW YORK NY)
BOTH
Issued 7/7/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/24/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/3/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/1/2011
Series 7 - General Securities Representative Examination
BC
Issued 3/3/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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