Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lee Devine is an active advisor registered with Edward Jones and has been in the industry since September 26, 2000. William is registered to offer investment advice in Arkansas, Massachusetts, Missouri, and Utah and has a Series 63, Series 66, Series 7, Series 9, Series 10, and Series 24 license. William's firm, Edward Jones, is a large firm with over $10 billion - $50 billion in assets under management. The firm offers a variety of financial planning, portfolio management and educational services.
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.
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.
See schedule d - miscellaneous
1
2
MO
12/15/2015 - Present
Edward Jones (PACIFIC MO)
BOTH
Issued 12/11/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/30/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/27/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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