Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul David Devenski is a financial advisor at Robert W. Baird & Co. Inc.. Paul has been in the financial industry since 1977. Paul has a long history of experience with multiple firms, including J.J.B. HILLIARD, W.L. LYONS, LLC, CITIGROUP GLOBAL MARKETS INC., LEHMAN BROTHERS INC., DEAN WITTER REYNOLDS INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Paul currently holds Series 63, Series 65, Series 7, Series 9, Series 10, Series 12, Series 24, and SIE licenses. Paul is registered in 29 states and has a strong track record of success in providing financial advice to a variety of clients.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Hard dollar payments for research
1
2
TN
10/02/2023 - Present
Robert W. Baird & Co. Inc. (Knoxville TN)
TN
03/19/2009 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (KNOXVILLE TN)
TN
07/31/1993 - 04/08/2009
CITIGROUP GLOBAL MARKETS INC. (KNOXVILLE TN)
NY
12/01/1981 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/14/1979 - 12/27/1981
DEAN WITTER REYNOLDS INC.
NA
09/26/1978 - 10/28/1979
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
10/26/1977 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 04/02/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1980
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 12/01/1981
Series 12 - NYSE Branch Manager Examination
BC
Issued 11/04/1980
Series 4 - Registered Options Principal Examination
BC
Issued 07/18/1980
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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