Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Anthony Devlin is an experienced financial advisor with over 30 years of experience in the industry. Mark has a broad background in the financial services sector, with experience in brokerage, insurance, and investment advisory. Mark is currently registered with Osaic Wealth, Inc. and is also a partner in Devinvest, a family investment club. Mark holds the Series 6, Series 63, and Series 65 licenses, and is a Registered Investment Advisor (RIA) in several states.
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.
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2
CO
09/01/2023 - Present
Osaic Wealth, Inc. (ASPEN CO)
CO
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (ASPEN CO)
AZ
09/01/2000 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
06/24/1996 - 07/18/2000
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NJ
07/20/1992 - 07/01/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 04/23/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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