Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Devlin is a financial advisor with Cetera Investment Advisers LLC. Stephen has been in the financial services industry since 2019. Stephen has Series 7TO, SIE and Series 66 licenses. Stephen provides a range of financial services including financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Stephen also has experience in fixed insurance sales and is a board member of the homeowner's association where Stephen lives.
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
DE
08/10/2023 - Present
Cetera Investment Advisers LLC (NEWARK DE)
DE
08/16/2019 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (NEWARK DE)
BOTH
Issued 9/27/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 6/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Stephen Devlin is the right advisor for you? Invested Better is here to help.
