Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Grant Devore has been in the financial services industry since August 25, 1982. Robert is currently registered with Wells Fargo Advisors Financial Network, LLC and is based in Sacramento, CA. Robert is a Registered Representative and Investment Adviser Representative, and has held Series 3, 7, 9, 10, 63 and 65 securities licenses. Robert has worked for several firms over the years, including Wachovia Securities, LLC, Smith Barney Inc., Lehman Brothers Inc., and E. F. Hutton & Company Inc. Robert specializes in providing investment consulting services to institutional clients, financial planning, and portfolio management for businesses and individuals.
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.
Investment consulting services to institutional clients
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
CA
07/15/2021 - Present
Wells Fargo Advisors Financial Network, LLC (SACRAMENTO CA)
CA
02/21/1996 - 12/16/2008
WACHOVIA SECURITIES, LLC (SACRAMENTO CA)
NY
07/31/1993 - 02/29/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
08/26/1982 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 04/30/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/05/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1986
Series 3 - National Commodity Futures Examination
BC
Issued 08/21/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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