Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Joseph Devlin is an active investment advisor representative with Level Four Advisory Services and has been in the industry since 1998. Steven has been registered with the Securities and Exchange Commission (SEC) and FINRA and holds the Series 6, Series 63 and Series 65 licenses. Steven has extensive experience in financial planning, portfolio management and pension consulting. Steven has also held positions with LPL Financial LLC and MetLife Securities 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.
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.
Solicitor fees - portion of assets managed by other advisors
1
2
VA
02/28/2023 - Present
Level Four Advisory Services (Roanoke VA)
VA
09/13/2013 - 02/21/2023
LPL FINANCIAL LLC (FINCASTLE VA)
VA
01/29/2004 - 09/17/2013
METLIFE SECURITIES INC. (ROANOKE VA)
VA
01/29/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ROANOKE VA)
MA
08/20/1998 - 01/30/2004
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Devlin is the right advisor for you? Invested Better is here to help.
