Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Phelps Devol is a financial professional with over 25 years of experience in the industry. Thomas has held various positions at different financial firms, including New England Securities, Sammons Securities Company, LLC, and Walnut Street Securities, Inc. Currently, Thomas is a registered representative at SPC. Thomas holds several licenses, including Series 6, 7, 63, and 66. Thomas is also a Certified Financial Planner and a Chartered Financial Consultant. Thomas offers a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
Consultation 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.
Seminar attendance fees
1
2
MI
03/13/2002 - Present
SPC (ANN ARBOR MI)
MA
10/10/2008 - 12/04/2008
NEW ENGLAND SECURITIES (WELLESLEY MA)
MA
02/09/2002 - 10/15/2008
SAMMONS SECURITIES COMPANY, LLC (NEWTON MA)
CA
03/13/1997 - 02/09/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
01/14/1993 - 03/13/1997
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
BOTH
Issued 04/06/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/11/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Thomas Devol is the right advisor for you? Invested Better is here to help.
