Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Devillier is a financial advisor with B. Riley Wealth Advisors, Inc., a firm that provides a wide range of financial services, including investment management, financial planning, and pension consulting. Shawn has been in the financial services industry since 1987 and has a strong track record of success. Shawn is registered with the state of Texas and is licensed to offer securities in multiple states across the country. In addition to working with individuals, Shawn also provides advisory services to corporations and other businesses. Shawn's firm, B. Riley Wealth Advisors, manages over $7 billion in assets and has a long history of providing excellent client service.
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
10/18/2021 - Present
B. Riley Wealth Advisors, Inc. (Feeding Hills MA)
MA
03/19/2021 - 07/22/2022
NATIONAL SECURITIES CORPORATION (BOSTON MA)
MA
11/02/2011 - 04/13/2021
WINSLOW, EVANS & CROCKER, INC. (BOSTON MA)
MA
04/21/2006 - 10/18/2011
RAYMOND JAMES & ASSOCIATES, INC. (SPRINGFIELD MA)
NY
05/30/1995 - 04/26/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
10/21/1987 - 06/09/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/10/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Shawn Devillier is the right advisor for you? Invested Better is here to help.
