Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Britt Deviney is a financial professional with over 20 years of experience in the financial services industry. He is currently registered with Planmember Securities Corp. Robert's previous experience includes roles at AXA Advisors, LLC, VALIC Financial Advisors, INC., The Variable Annuity Marketing Company, and Public Employees Equities Services Company. He holds the Series 6 and the SIE licenses. Robert is committed to providing his clients with the best possible financial advice. He is registered to offer securities and investment advisory services in Florida.
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.
Provides investment supervisory services
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.
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2
FL
06/12/2017 - Present
Planmember Securities Corp. (WINTER SPRINGS FL)
FL
11/01/2007 - 05/01/2017
AXA ADVISORS, LLC (BOCA RATON FL)
TX
04/15/1999 - 11/06/2007
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
08/10/2000 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
FL
04/15/1999 - 03/08/2000
PUBLIC EMPLOYEES EQUITIES SERVICES COMPANY (PALM BEACH GARDENS FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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