Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Logan? Claim Your ProfileLogan Andres DeVicente is a financial advisor with over 15 years of experience in the industry. Logan is a Certified Financial Planner™ professional with a wide range of experience in providing financial advice. Logan is currently registered with Wells Fargo Clearing Services, LLC and has been working with the firm since 2009. Logan is active in providing financial advice to individuals and businesses, with a focus on investment management, financial planning, and pension consulting.
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.
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.
Investment consulting services to institutional clients
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
FL
09/11/2009 - Present
Wells Fargo Clearing Services, LLC (ST. PETERSBURG FL)
FL
06/13/2007 - 12/11/2008
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 12/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/06/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 06/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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