Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Michael McDevitt is an investment advisor representative at Vanguard Advisers, Inc. based in Malvern, PA. Robert has been in the financial services industry since December 11, 2004, and is registered with the state of Pennsylvania and Texas. Robert also holds the Series 65, 63, 7, 24, and SIE licenses. Robert is a Certified Financial Planner and has prior experience at ALLSTATE FINANCIAL SERVICES, LLC, SGC SECURITIES LP, AXA ADVISORS, LLC, THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES, and CMS INVESTMENT RESOURCES, INC.
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.
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.
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2
PA
01/31/2018 - Present
Vanguard Advisers, Inc. (Malvern PA)
PA
11/23/2010 - 06/30/2011
ALLSTATE FINANCIAL SERVICES, LLC (RICHBORO PA)
PA
06/14/2007 - 08/13/2009
SGC SECURITIES LP (NARBERTH PA)
PA
04/13/1999 - 05/23/2007
AXA ADVISORS, LLC (BALA CYNWYD PA)
NY
04/13/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
PA
06/18/1998 - 12/07/1998
CMS INVESTMENT RESOURCES, INC. (WYNNEWOOD PA)
BC
Issued 03/15/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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