Unclaimed
Kerry Devaughn is a financial advisor with Trajan Wealth, LLC. Kerry is a Registered Investment Advisor (RIA) with the state of Florida and holds Series 6, 7, 26, and 66 securities licenses. Kerry has over 10 years of experience in the financial services industry and previously worked at Nationwide Investment Services Corporation and Nationwide Securities, LLC. Kerry is committed to providing personalized financial advice to individuals, families, and businesses. Kerry is also a licensed insurance agent and provides insurance products to clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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.
1031 advisory fees
1
2
FL
12/02/2022 - Present
Trajan Wealth, LLC (LAND O LAKES FL)
OH
04/27/2017 - 10/28/2019
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
02/13/2012 - 05/09/2017
NATIONWIDE SECURITIES, LLC (COLUMBUS OH)
OH
06/09/2014 - 01/09/2015
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
12/24/2010 - 01/31/2012
NATIONWIDE INVESTMENT SERVICES CORPORATION (DUBLIN OH)
BOTH
Issued 05/08/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/23/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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