Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Devlin is a financial professional with over 8 years of experience in the industry. Robert currently works at Harris Williams as a Registered Representative and is licensed to operate in Virginia. Robert has previously worked for a number of prominent financial institutions including Citigroup Global Markets Inc., Credit Suisse Securities (USA) LLC, Cowen and Company, and Morgan Stanley.
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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VA
10/19/2021 - Present
Harris Williams (RICHMOND VA)
NY
07/13/2020 - 10/05/2021
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
06/03/2019 - 07/10/2020
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
VA
07/17/2017 - 05/07/2019
HARRIS WILLIAMS (RICHMOND VA)
NY
04/30/2014 - 07/14/2017
COWEN AND COMPANY (NEW YORK NY)
NY
07/29/2013 - 04/28/2014
MORGAN STANLEY (PURCHASE NY)
BC
Issued 11/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2014
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 07/29/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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