Unclaimed
Ryan Jacob Devore is a financial advisor at William Blair in Chicago, IL. Ryan has been in the industry since May 9, 2000. Ryan has licenses in Illinois and multiple other states. Ryan has also passed the Series 3, Series 7, Series 9, Series 10, Series 24, Series 63 and Series 65 exams. In addition to William Blair, Ryan has held positions at Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Morgan Stanley & Co., Incorporated, and Morgan Stanley DW 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.
Equity research 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.
A percentage of the total value of assets under management is charged.
1
2
IL
09/19/2012 - Present
William Blair (CHICAGO IL)
CO
06/01/2009 - 10/10/2012
MORGAN STANLEY SMITH BARNEY (DENVER CO)
CO
10/20/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (COLORADO SPRINGS CO)
NY
03/21/2001 - 08/08/2003
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
07/31/2002 - 08/01/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
06/14/1999 - 07/25/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
03/03/1999 - 06/09/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 07/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2014
Series 24 - General Securities Principal Examination
BC
Issued 12/20/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/10/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2005
Series 3 - National Commodity Futures Examination
BC
Issued 03/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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