Unclaimed
Michael Devine is a financial professional with over 20 years of experience in the securities industry. Michael has a proven track record of success in providing financial advice to individuals, families, and businesses. Michael is currently registered with Calton & Associates, Inc. Michael is committed to providing clients with personalized financial advice that meets their individual needs. Michael holds the Series 7, Series 24, and Series 63 licenses, as well as the SIE designation. Michael has a strong understanding of the financial markets and a commitment to providing clients with the highest level of service. Michael is a valuable resource for clients seeking to achieve their financial goals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
06/28/2023 - Present
Calton & Associates, Inc. (Marble Falls TX)
FL
04/27/2017 - 07/20/2023
DOMINION INVESTOR SERVICES, INC. (SAINT CLOUD FL)
FL
08/27/2014 - 04/28/2017
NEWBRIDGE SECURITIES CORPORATION (SAINT CLOUD FL)
FL
03/12/2012 - 08/28/2014
R.M. STARK & CO., INC. (LAKE WORTH BEACH FL)
NY
01/03/2011 - 03/12/2012
SYNERGY INVESTMENT GROUP, LLC (LINDERHURST NY)
NY
05/22/2009 - 12/31/2010
FIRST MIDWEST SECURITIES, INC. (HUNTINGTON NY)
NY
09/23/2005 - 06/15/2009
POINTE CAPITAL, INC. (HUNTINGTON NY)
NY
11/13/2008 - 12/05/2008
AMERICAN CAPITAL PARTNERS, LLC (HAUPPAUGE NY)
FL
03/19/2002 - 09/23/2005
STERLING FINANCIAL INVESTMENT GROUP, INC. (BOCA RATON FL)
NY
05/15/2001 - 04/02/2002
INVESTEC ERNST & COMPANY (NEW YORK NY)
BC
Issued 05/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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