Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Patrick Devilly is an active investment advisor representative with Ameriprise Financial Services, LLC. He has been in the financial industry since 1985 and holds licenses in a variety of states, including CT, MA, and TX. William is a Series 6, 7, 9, 10, 22, 24, 63, and 65 licensed individual. He is a registered principal with Ameriprise and has been with the firm since 2005. William provides a variety of financial planning services including portfolio management, asset allocation, and educational seminars.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
MA
01/15/2008 - Present
Ameriprise Financial Services, LLC (HINGHAM MA)
MN
07/11/1985 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
07/11/1985 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 01/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/22/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/12/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 07/19/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/14/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure William Devilly is the right advisor for you? Invested Better is here to help.
