Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Devin is a financial advisor with over 20 years of experience in the financial services industry. Todd is currently registered with Wells Fargo Clearing Services, LLC. Prior to that, Todd was with Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and UBS Financial Services Inc. Todd holds the Series 7 and Series 66 licenses and the SIE exam.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
08/05/2014 - Present
Wells Fargo Clearing Services, LLC (TARPON SPRINGS FL)
FL
04/05/2010 - 07/18/2014
CITIGROUP GLOBAL MARKETS INC. (WEST PALM BEACH FL)
FL
10/23/2009 - 03/25/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOCA RATON FL)
FL
12/12/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOCA RATON FL)
FL
01/04/2002 - 12/18/2006
UBS FINANCIAL SERVICES INC. (BOCA RATON FL)
BOTH
Issued 01/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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