Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marvene? Claim Your ProfileMarvene Devoy is a financial advisor with over 20 years of experience in the financial industry. Marvene Devoy is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2016. Prior to joining Wells Fargo Clearing Services, LLC, Marvene Devoy worked at A. G. Edwards & Sons, Inc. Marvene Devoy holds a Series 66, Series 3, and Series 7 licenses, and has expertise in providing investment consulting services to institutional clients and financial planning, pension consulting, selection of other advisers, and portfolio management for individuals and businesses.
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
IL
02/15/2011 - Present
Wells Fargo Clearing Services, LLC (SCHAUMBURG IL)
IL
01/22/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WOODSTOCK IL)
BOTH
Issued 03/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2004
Series 3 - National Commodity Futures Examination
BC
Issued 01/14/2002
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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