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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Devine is an investment advisor representative with Fidelity Personal And Workplace Advisors in Tigard, Oregon. Michael Devine has been in the financial industry since 1994 and has experience working with individuals, high-net-worth individuals, businesses, and pension and profit sharing plans. Michael Devine is also a registered investment advisor in Oregon and Texas.
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.
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
OR
03/04/2024 - Present
Fidelity Personal AND Workplace Advisors (TIGARD OR)
OR
09/04/2009 - 02/07/2023
CHARLES SCHWAB & CO., INC. (Portland OR)
AZ
03/31/2008 - 08/07/2009
PURSHE KAPLAN STERLING INVESTMENTS (CHANDLER AZ)
AZ
02/27/2007 - 04/11/2008
AIG FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
AZ
02/01/1994 - 01/31/2007
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BOTH
Issued 03/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/28/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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