Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monique? Claim Your ProfileMonique Devlin is a financial advisor with over 12 years of experience in the financial services industry. Monique is currently registered with Scotia Capital (usa) Inc., a firm that is based in San Francisco, California. Monique has a strong track record of success in providing financial advice to clients. Monique is committed to helping clients 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.
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.
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2
CA
07/21/2022 - Present
Scotia Capital (usa) Inc. (San Francisco CA)
CA
12/21/2016 - 05/03/2022
WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)
NC
08/27/2009 - 12/11/2009
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
CA
10/01/2008 - 03/16/2009
J.P. MORGAN SECURITIES INC. (SAN FRANCISCO CA)
CA
06/07/2004 - 10/01/2008
J.P. MORGAN SECURITIES INC. (SAN FRANCISCO CA)
NY
11/06/2001 - 08/07/2003
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
BC
Issued 03/09/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2016
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 06/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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