Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lawrence Devine is a financial advisor with over 30 years of experience in the industry. William is currently registered with Planmember Securities Corp., where William has been employed since August 2010. Before that, William was employed at PRIME CAPITAL SERVICES, INC., MUTUAL CAPITAL CORP., VANTAGE FINANCIAL SERVICES, INC., and P & I EQUITIES CORPORATION. William holds the Series 63, Series 7, Series 24, and SIE licenses. William specializes in providing investment advisory services to individuals, corporations, and charitable organizations.
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.
Provides investment supervisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
08/12/2010 - Present
Planmember Securities Corp. (FARMINGVILLE NY)
NY
10/02/1990 - 09/01/2010
PRIME CAPITAL SERVICES, INC. (RONKONKOMA NY)
NY
05/16/2001 - 05/18/2005
MUTUAL CAPITAL CORP. (RONKONKOMA NY)
NA
01/15/1990 - 07/09/1990
VANTAGE FINANCIAL SERVICES, INC.
FL
03/19/1986 - 01/03/1990
P & I EQUITIES CORPORATION (PALM BEACH GARDENS FL)
BC
Issued 03/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/24/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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