Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger McDevitt is an Investment Advisor Representative who has been in the industry since 2008. Roger is currently registered with Osaic Wealth, Inc., and has held previous positions at SIGNATOR INVESTORS, INC., JOHN HANCOCK DISTRIBUTORS LLC, and JOHN HANCOCK FUNDS, LLC. Roger is licensed in multiple states and holds the following licenses: Series 6, Series 7, Series 24, Series 63, and Series 65. Roger specializes in providing financial advice and investment solutions to individual investors, high-net-worth individuals, and corporations. Roger is committed to providing personalized financial advice and investment solutions that meet the unique needs of each client. Roger is dedicated to helping clients reach their financial goals.
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.
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
MA
07/30/2019 - Present
Osaic Wealth, Inc. (NEEDHAM HEIGHTS MA)
MA
12/22/2010 - 11/02/2018
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
01/07/2011 - 01/11/2011
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
12/01/2009 - 01/11/2011
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
05/15/2008 - 12/31/2010
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
01/21/2008 - 04/23/2008
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
IA
Issued 03/30/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/18/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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