Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ralph? Claim Your ProfileRalph James Devito is an investment advisor representative with IC Advisory Services, Inc. Ralph has been in the industry since 1986. Ralph holds Series 3, 4, 7, 24, 27, 53, 63 and 65 licenses. Ralph has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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
NJ
05/17/2021 - Present
IC Advisory Services, Inc. (BEDMINSTER NJ)
NY
05/16/1994 - 07/31/2002
SECURITIES INTERNATIONAL, INC. (BOHEMIA NY)
NY
06/21/1989 - 10/11/1989
TRIMARK SECURITIES, INC. (WHITE PLAINS NY)
NA
02/19/1986 - 08/11/1986
INVESTACORP, INC.
IA
Issued 06/19/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/1989
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/27/1987
Series 4 - Registered Options Principal Examination
BC
Issued 04/13/1987
Series 24 - General Securities Principal Examination
BC
Issued 05/30/1986
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/1988
Series 3 - National Commodity Futures Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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