Unclaimed
Paul Stanley Devore is an investment advisor representative at Kestra Advisory Services, LLC. Paul has been in the financial services industry since 1972. Paul is a Certified Financial Planner and holds a Series 7, Series 24, Series 26, Series 39, and Series 63. Paul also has a history of working for other financial services firms such as Financial Network Investment Corporation, Fortis Investors, Inc., FMS Securities, Inc., Robert C. Lau and Company, Inc., University Securities Corporation, and Pacific Equity Sales Company. Paul works with individuals, high net worth individuals, corporations, and charitable organizations. Paul provides financial planning, portfolio management, and pension consulting services.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
07/27/2023 - Present
Kestra Advisory Services, LLC (ENCINO CA)
CA
05/01/1991 - 06/01/2000
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MN
11/09/1994 - 12/05/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
NA
03/12/1984 - 05/06/1991
FMS SECURITIES, INC.
NA
10/17/1983 - 04/16/1984
ROBERT C. LAU AND COMPANY, INC.
NA
10/07/1981 - 10/17/1983
UNIVERSITY SECURITIES CORPORATION
NA
02/17/1972 - 07/10/1981
PACIFIC EQUITY SALES COMPANY
BC
Issued 02/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/1985
Series 24 - General Securities Principal Examination
BC
Issued 12/12/1983
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 12/12/1983
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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