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Timothy Edward Devir

William O'Neil Securities

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About Timothy Edward Devir

Timothy Edward Devir is a financial professional with over 25 years of experience in the securities industry. Currently, Timothy is registered with William O'Neil Securities. Timothy previously worked at Seaport Global Securities LLC, Guggenheim Securities, LLC, Cowen and Company, and Morgan Stanley & Co., Incorporated. Timothy holds a Series 7, 24, 55, 57TO, and SIE licenses. Timothy is also registered with the state of California, Connecticut, Georgia, Illinois, New Jersey, New York, Pennsylvania, Texas, and Vermont.

Firm Information

Timothy Devir is currently registered with William O'Neil Securities. William O'Neil Securities is a corporation formed on November 7, 1963. The firm is registered with the Securities and Exchange Commission and all 50 states.

Not reported

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Timothy Devir’s Registration & Firm History

NY

02/15/2019 - Present

William O'Neil Securities (NEW YORK NY)

NY

07/06/2017 - 09/28/2018

SEAPORT GLOBAL SECURITIES LLC (NEW YORK NY)

NY

10/12/2010 - 04/20/2017

GUGGENHEIM SECURITIES, LLC (NEW YORK NY)

NY

09/21/2005 - 09/28/2010

COWEN AND COMPANY (NEW YORK NY)

NY

02/04/1997 - 09/19/2005

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

MA

07/21/1994 - 02/05/1997

INVESTORS CAPITAL CORP. (LYNNFIELD MA)

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Licenses & Designations

BC

Issued 09/24/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/23/1995

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 09/28/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/07/2004

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 09/27/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy Edward Devir.
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