Unclaimed
Timothy Devlin has been in the securities industry since December 1, 2001. Timothy is currently registered with J.P. Morgan Institutional Investments Inc. and has been with the firm since November 14, 2012. Timothy was previously registered with Quasar Distributors, LLC, J.P. Morgan Securities Inc., and Mitchell Hutchins Asset Management Inc. Timothy holds the Series 2, 3, 6, 7, and 63 licenses. Timothy is also licensed to provide investment advice in all 50 states.
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.
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.
1
2
NY
11/14/2012 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
ME
03/10/2008 - 08/02/2012
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
NY
06/15/2001 - 03/01/2006
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
NY
05/01/2001 - 06/15/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
03/08/2001 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
01/06/1995 - 07/31/1996
MITCHELL HUTCHINS ASSET MANAGEMENT INC. (NEW YORK NY)
BC
Issued 08/20/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/19/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2017
Series 3 - National Commodity Futures Examination
BC
Issued 08/18/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/05/1995
Series 7 - General Securities Representative Examination
BC
Issued 01/11/1994
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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